Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
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 discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...
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 overview of artificial intelligence beyond Chat-GPT empowering attendees to gain an comprehensive understanding of artificial intelligence and the types of AI.
How to Store, Secure, and Use Your Data For a Competitive Edge
For two decades, T3 has been the go-to destination for financial services professionals, financial planners, and investment advisors across the country. This year, John O'Connell, CEO of The Oasis Group, was honored to celebrate T3's 20th anniversary on the main stage with T3 President, Joel Bruckenstein. In case you missed it, John's talk took a deep...
CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today.
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.
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...
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...
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.