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
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
