Related Posts

John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as... read more

Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more

John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more

Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and... read more

Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more

US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more

ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more

T3 2022: The Importance of Owning Your Data
As a member of the wealth management industry, you may be thinking... read more

John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more

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