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?
As a member of the wealth management industry, you may be thinking... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
As a member of the wealth management industry, you may be thinking... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
John shares his inspiration for writing his recent book, The Rise of... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
