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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10Jul
John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
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08Apr
John O’Connell Featured in Action! Magazine: From AI FOMO to AI strategy: A wake-up call for financial advisors
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23Jan
John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
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31Jan
John O’Connell Featured in Financial Planning Magazine: Advisors look to diversify after DeepSeek’s rise, Trump’s AI directive
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11Mar
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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23Apr
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
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22Oct
John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools
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12Dec
John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
09Jul
The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
13May
John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more