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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.

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