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
Related Posts
11Nov
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
16Jan
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
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
06Aug
John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
The Oasis Group CEO John O’Connell was quoted in this article from... read more
29Jul
John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
26Jan
Sustainability 2100 Keynote – ESG, Sustainability, and The Rise of The Activist Investor
Next generation investors globally witnessed an incredible amount of social change and... read more
12Nov
John O’Connell Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
06Aug
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
25Apr
TradePMR 2023: Understanding Cybersecurity & Mitigating Risk
As a member of the wealth management industry, you may be thinking... read more
20Oct
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