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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31Mar
John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O'Connell was featured in Financial Planning Magazine in an article about... read more
23May
John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
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10Sep
John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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28Aug
Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The... read more
07Feb
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more
18Jul
Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... 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
15May
John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
04Mar
The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
The Oasis Group earned the highest client satisfaction rating in the Data... read more
22Jul
Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for... read more