Article, News
John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
John O'Connell authored this article in Wealth Solutions Report where he dissects...
Speaking
John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI
John O'Connell will speak on a panel of AI experts at the...
Webinar
Webinar with TaxStatus: How Financial Advisors Can Protect Clients from the NPD Breach, Tax Fraud, and Other Cyber Threats
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how...
News, Video
John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at...
Article, News
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how...
Article, News
John O’Connell Featured in InvestmentNews: How to Prepare for the Breakaway Experience
John O'Connell is featured in this InvestmentNews article on how captive...
Article, News
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial...
Article, News
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors...
Article, News
The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published...