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.

Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling

Watch this webinar replay with John O'Connell of The Oasis Group, Ron Keusch of AllocateRite, and Sheryl Rowling of Morningstar, and learn the ins and outs of tax loss harvesting – especially during times of market volatility.

Webinar with ByAllAccounts, part of Morningstar Wealth: Owning Your Data is Easier Than You Think – How to Get from Aspiration to Execution

Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.

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

In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.

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

In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull, shared 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.