John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology

Three people having a discussion about technology
05Feb

John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology

By Article, News , ,

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers. The guide details critical areas and core components of a firm’s technology stack, tips for choosing the right tech stack based on your differentiating factors, how to research potential service providers, and more.

Read the full article here

Share this post

Author

Related Posts

25Jun

John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation

John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more

Wealth Solutions Report The Top Scams Targeting Ultra-High Net Worth Americans in 2025
30Jul

John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025

John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more

13Nov

John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024

John O’ Connell was interviewed for an 'On the Circuit' segment at... read more

06Mar

John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers

John O’Connell was featured in this article from Barron’s Advisor where he... read more

Wealth Tech Panel at RIA Edge Los Angeles: AI Agents Are Next Wave of Use for RIAs
07Oct

John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs

John O'Connell played a prominent role as the moderator of a wealthtech... read more

20Nov

John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry

In this article from Financial Planning Magazine, John O'Connell weighs in on... read more

Tik tok Advisor Perspectives Image
03Apr

John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu

The Oasis Group CEO John O’Connell wrote this bylined article that was... read more

21Jul

John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry

John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more

AI can whip up a financial plan in seconds. But can advisors trust it? Financial Planning
29Oct

John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?

Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more

07Oct

John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital

CEO John O'Connell was quoted in this article in Family Wealth Report... read more