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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07Mar
John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference
John O’Connell stopped by the T3 Social Cam to share how he... 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
07Oct
John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
John O'Connell played a prominent role as the moderator of a wealthtech... read more
12Dec
The Oasis Group Wins Thought Leadership & Education Award at the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named the winner of the Thought Leadership and... read more
02Apr
John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
29Nov
Thematic Investing – ETFs of the Future
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
28Jan
John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
12Nov
John O’Connell Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... 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
12Feb
John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more