Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
27Mar
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07Apr
John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
14Nov
John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
10Jul
John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
26Aug
Synergize Podcast from TradePMR: Leveraging Data to Build Emotional Connections That Help Drive Growth with John O’Connell
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
20Aug
John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
17Jun
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
12Aug
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... read more
23Apr
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the... read more
01Nov
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
29Aug
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more