CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
RIA client data comes in many forms – while some data may... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
