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?
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
As a member of the wealth management industry, you may be thinking... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
John O’Connell offers a critical perspective on two major launches in the... read more
John O’Connell will speak on a panel of technology experts at the... read more
RIA firm data can influence everything from operations to client service to... read more
