Join 170,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

Subscribe Here

Identifying Well-Rounded Value

Related Posts

24May

TradePMR Annual Conference: SYNERGY22

Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more

30Mar

ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class

Attend this Master Class to explore the various ways investors are using... read more

John O'Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management
12Feb

John O’Connell Speaking at 2026 FIRMA National Risk Management Training Conference: Practical AI in Wealth Management

John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more

15Jun

CTO Survival Guide

Learn from some of the leading CTOs in the wealth management industry... read more

27Mar

Do You Own Your RIA Custodian Data? Let’s Find Out

Do you own your data? That may sound like a strange question.... read more

AI can whip up a financial plan in seconds. But can advisors trust it? Financial Planning
29Oct

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

13Aug

Finding Your Unique Value Proposition

Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more

12Jan

Buy Versus Build in Advisor Software

Doug Heikkinen has John on his podcast to discuss: Things to... read more

14Nov

John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI

John O'Connell will speak on a panel of AI experts at the... read more

30Jun

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