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.
Learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today.
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 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.Watch the replay now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to discuss how both...
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 insights.In this podcast episode of The White Report, Danielle...
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.
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...
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 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.
