John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech

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.

The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell

In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.

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.Watch the replay now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to...

T3 2023 Interviews: Technology and Cybersecurity Should Work Hand in Glove

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...

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...