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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09Mar
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at the 2026 T3 Technology Tools For Today Conference
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01Apr
John O’Connell Published in Advisor Perspectives by VettaFi: Responding to Digital Identity Theft: A Guide for Financial Advisors
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19Dec
John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
24Sep
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
12Dec
Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
27Aug
The Oasis Group Named ‘Best of the Best in 2025’ in Wealth Management Magazine Issue Highlighting WealthManagement.com Industry Awards Finalists
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
12Aug
Identifying Well-Rounded Value
John discusses how to identify the value within your wealth management firm... 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
11Mar
John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... 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