Related Posts
Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may... read more
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key... read more
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
The Future of Investing Is Direct Indexing: A Fireside Chat with Industry Leaders
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more