TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
The Intention.ly & Friends Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry. Register now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to discuss how both brand-new and...
The Tony Steuer Podcast with John O’Connell: Rise of The Activist Investor
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.
TradePMR 2023: Understanding Cybersecurity & Mitigating Risk
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
The Oasis Group at WealthStack 2023
We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss The...
ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class
Attend this Master Class to explore the various ways investors are using their values to shape their portfolios. Learn more about environmental, social, and governance investing (ESG), socially responsible investing (SRI), direct indexing (DI), faith based investing, and activist investing. Discover why these investing styles are meaningful to next generation investors and how you as a...
Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
Cybersecurity adoption is still low among advisory firms, but it’s critical for all organizations—large and small. John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge.
T3 2023: Leveraging Data for Your Practice
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
Rain Maker’s Roundup with John O’Connell
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.
Sustainability 2100 Keynote – ESG, Sustainability, and The Rise of The Activist Investor
Next generation investors globally witnessed an incredible amount of social change and social movements. These investors want traditional returns and, more importantly, to have their investments reflect their personal values. Join John as he explores the increase in ESG, thematic, sustainability, and socially responsible investing. All these new investment offerings are attempting to satisfy investors'...