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John O’Connell Published in ThinkAdvisor: Salesforce Breach Exposes Risk for Wealth Firms; Here Are 6 Steps to Take Now
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The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2026
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John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
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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 RIA Custodian Data? Let’s Find Out
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John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
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John O’Connell Published in Advisor Perspectives by VettaFi: The Strategic Imperative of Appointing a Chief Growth Officer
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John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
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The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
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