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
09Jul
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... 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
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
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
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
26Aug
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
21Apr
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO... read more
05Dec
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
12Aug
John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
John O'Connell was featured in this article by Wealth Solutions Report where... read more
26May
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks... read more