Webinar with Zocks: AI Without the Risk: Compliance Best Practices for Financial Professionals

Join John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors, and Jason Gross of Colorado’s Division of Securities for this timely webinar on best practices for implementing AI tools while staying compliant.

Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement

Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management where they explored practical strategies for simplifying performance reporting without losing critical detail.

Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs

Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O'Connell of The Oasis Group joins Flyer FT for this informative webinar on Thursday, October 16th at 1pm ET.

Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025

Watch this webinar replay with John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what...

Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success

Financial advisors, wealth management execs, and technology and operations leaders looking to enhance workflows and streamline operations to enable sustainable organic growth will enjoy this informative webinar replay featuring John O’Connell of The Oasis Group and Ron Keusch of AllocateRite.

Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell

In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.

CTO Insights Unlocked: Tech Strategies Reshaping Wealth Management – Webinar with WealthManagement.com

Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John O'Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion watch as they unpack key findings from the CTO Think Tank at the 2025 Wealth Management Edge Conference.

Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report

Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.