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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30Jun
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
22Dec
John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends... read more
12Jan
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to... read more
17Dec
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
12Mar
John O’Connell Interviewed on T3 Social Cam at the 2026 T3 Technology Conference: AI University and AI Prompt Engineering
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
19Mar
John O’Connell Featured in Financial Planning Magazine: Wealth in the age of AI: What experts hope for — and what they fear
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
21Apr
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... 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
06Nov
John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
27Feb
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more