John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.
Join John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, on Thursday, February 20th at 12pm ET for an insightful webinar detailing how to analyze the concentration risk in the markets.
Join John O’Connell and Todd Rovak, CEO of Carefull, in this upcoming webinar on Feb. 11th at 12pm ET, as they share crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.
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.
John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.
John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.
