The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
Multiple publications in the wealth management industry covered the launch of The... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
TradePMR has issued a warning in a new white paper to Registered... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
