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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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Do You Own Your Client Data? You May Be Surprised by the Answer
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
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John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
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John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
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The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
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RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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