Taco Tech – Impacts of the Great Wealth Transfer
John discusses the Great Wealth Transfer, how young investors will benefit from it, and the social change that young investors have experienced in the past decade. Listen to the Podcast
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
T3 2022: The Importance of Owning Your Data
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.
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered Investment Advisors (RIAs) – it's time to understand who owns your client data or lose access to valuable data and potential firm valuation.
CopyTalk’s Dynamic Women & The Men Who Support Them
John discusses mentors he’s had in the past; his inspiration for his heroine, Eileen, in his book, Rise of The Activist Investor; and his life as a gamer in his interview with Maree Moscati, CEO of CopyTalk. Read the Interview
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have.
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
The Practical Applications of Data for Your RIA
Are you ready to unlock the power of data for your RIA? First things first, let’s figure out what data you have access to and what data your firm actually owns?
US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of cyberattacks emanating from Russia, and both the SEC and FINRA echoed those concerns in notices to the public.