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.
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
