John O’Connell participated in a webinar with Visory, a hands-on technology and cybersecurity partner for financial advisors, where he discussed how cybersecurity and managed IT have become vital components of an advisory firm’s value proposition. He also shared how firms can leverage a robust cybersecurity plan as a competitive edge in the market.
Are you prepared for the evolving threats facing the wealth management industry?... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
