Related Posts
CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry... read more
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO... read more
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
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more
Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more
T3 2023: Leveraging Data for Your Practice
As a member of the wealth management industry, you may be thinking... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more