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 article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John discusses how to identify the value within your wealth management firm... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
