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 is speaking at the 2026 FIRMA National Risk Management Training... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell will be leading a panel on AI and data, as... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
