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Data Management

Deep Search, Google’s AI research tools, competitive impact on Bloomberg/FactSet

John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

John O'Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn't solved firms' data problems. According to John, integration moves data between systems, but it doesn't create intelligence across them. Tools like Zapier sync fields, not behavioral context. Take CRMs and email platforms. They were never designed to work...

August 3, 2026By Article, , Read more...

John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault

Recently, John O'Connell published an article in Financial Advisor Magazine. The article discusses the risk Wealth Management firms run into when it comes to holding onto clients' tax records. He asserts that, without proper document management, firms often expose themselves to major risk unnecessarily. Read the Full Article Here

June 18, 2026By Article, Read more...

How Smaller Firms Can Achieve Data Lineage with Simple Agents

Data lineage isn't about expensive technology. It's about answering three straightforward questions about AI-generated content: What data went into this output? Who used it, and when? Where is the record stored? If you can answer those questions reliably, you have functional lineage. Everything else is infrastructure theater.

November 17, 2025By Peaks Perspective, Read more...

John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data

John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.

March 31, 2025By Article, News, , Read more...
Webinar With Morningstar Wealth Owning Your Data is Easier Than You Think

Webinar with ByAllAccounts, part of Morningstar Wealth: Owning Your Data is Easier Than You Think – How to Get from Aspiration to Execution

Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.

March 27, 2025By Webinar, Read more...