Peaks Perspective
Navigating the Digital Minefield: A Guide for Financial Advisors on TikTok and Temu
In an era where digital convenience intersects with unparalleled risks, financial advisors...
Article, News
John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in...
Speaking
The Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit...
Webinar
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...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Speaking
Advyzon Conference 2024: Next Generation Insights Using Your Data and AI
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic...
Peaks Perspective
Ransomware Group BlackCat/ALPHV Weaponizes SEC Disclosure Rules
The digital era has brought with it an increase in cyber threats...
Podcast
In the Suite Podcast With John O’Connell: Tech Transformation and Business Growth
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was...