Upcoming Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell

Join John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, on Thursday, February 20th at 12pm ET for an insightful webinar detailing how to analyze the concentration risk in the markets.

Upcoming Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell

Join John O’Connell and Todd Rovak, CEO of Carefull, in this upcoming webinar on Feb. 11th at 12pm ET, as they share crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.

Webinar with TaxStatus: How Financial Advisors Can Protect Clients from the NPD Breach, Tax Fraud, and Other Cyber Threats

John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.

Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition

John O'Connell will participate in a webinar on Sept. 25th with Visory, a technology and cybersecurity partner for financial advisors, where he'll discuss how cybersecurity and managed IT have become vital components of an advisory firm's value proposition.

Behind the Headlines: Exploring the Latest Cybersecurity Challenges in Wealth Management

Are you prepared for the evolving threats facing the wealth management industry? In this insightful webinar led by John O'Connell, CEO & Founder of Oasis, and Steven J. Ryder, Chief Strategy Officer of Visory as they delve into the most pressing cybersecurity challenges impacting your business.