22Feb
Related Posts
21Oct
John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
27Aug
The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group... read more
05Feb
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
19Jun
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
28Sep
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
01May
John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
14Oct
John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
John O'Connell is quoted in this article from Financial Planning for his... read more
17Nov
John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
23Sep
John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
12Nov
John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more