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 wrote this bylined article that was published in ThinkAdvisor, where... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O'Connell was featured in this article from The Daily Upside where... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
