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.
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.
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.
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.
John O'Connell participated in a webinar on September 24th with Morningstar Wealth and ByAllAccounts, discussing wealthtech trends shaping the future of advisory services.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, as John O’Connell and others discuss the findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference.
The Oasis Group CEO John O'Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting applications of AI for advisors.
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.
Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.
Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.
