Attend this Master Class to explore the various ways investors are using... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O'Connell will speak on a panel of AI experts at the... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The Department of Homeland Security has set up a page warning of... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell will be leading a panel on AI and data, as... read more
