In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and Tina Powell delve deep into how he’s navigated the tech world and transformed himself from a Programmer to an entrepreneur masterfully leading a company to its first IPO. Hear more about his journey to becoming the CEO and Founder of The Oasis Group,...
Tune in to the final episode of this season’s On the Circuit, John O’Connell of The Oasis Group sits down with Three Crowns Marketing to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/ -- Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides...
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.
Tune in to the latest episode of The Tony Steuer Podcast, featuring The Oasis Group founder, John O’Connell, as he discusses the importance of identifying our values and how to invest in line with those values.
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and...
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial side of business and how to maximize your money. Mark not only talks to the “money guys” but discusses the overall impact of a well-run business.
