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.
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'...
Thematic Investing – ETFs of the Future
John & Cinthia Murphy from ETF Think Tank discuss the growth of thematic ETFs, what makes them successful, and why investors are interested in them in this session from WealthManagement.com InvestmentFuse USA.
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of The Activist Investor, and his goal of helping a younger demographic understand how to navigate the activist investor realm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. View the Podcast
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing one. For every individual who advocates for it, there is another who rails against it. John O’Connell, the CEO of Oasis Group and author of the book “Rise of the Activist Investors,” falls into the first group. He believes that people who get...