Related Posts
John O’Connell Profiled in Authority Magazine: 5 Things You Should Do To Become a Thought Leader In Your Industry
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
Taco Tech – Impacts of the Great Wealth Transfer
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
TradePMR 2023: Understanding Cybersecurity & Mitigating Risk
As a member of the wealth management industry, you may be thinking... read more
John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
7 Tips for Writing a Unique Value Proposition
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O’Connell Featured in Financial Planning Magazine: Advisors look to diversify after DeepSeek’s rise, Trump’s AI directive
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more