Related Posts
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some... read more