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.
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.
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.
John O'Connell participated in a webinar with Practifi discussing AI in Wealth Management. Watch the webinar replay to learn how to harness AI for efficiency while protecting your firm and your clients.
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.
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The Advisor’s Guide'. John O'Connell, Suleman Din, and Raj Madan will help financial advisors understand how AI note-takers perform in real settings.
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today.
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.
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.
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.
