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 played a prominent role as the moderator of a wealthtech... read more
As more firms embrace AI tools, the key to success lies in... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
RIA client data comes in many forms – while some data may... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
