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 weighs in on the CFP's release of a "Generative AI... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Multiple publications in the wealth management industry covered the launch of The... read more
As a member of the wealth management industry, you may be thinking... read more
