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The topic of environmental, social, and governance (ESG) investing is a polarizing one. For every individual who advocates for it, there is another who rails against it. John O’Connell, the CEO of Oasis Group and author of the book “Rise of the Activist Investors,” falls into the first group. He believes that people who get...
John discusses the societal forces and social movements that are causing the rise in ESG, SRI, Direct Indexing, and faith based investing. He outlines how the activist movements of the last decade influence investor goals and are leading towards the Rise of The Activist Investor. This was a presentation at Informa's Investment Fuse USA conference.
The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
John discusses the Great Wealth Transfer, how young investors will benefit from it, and the social change that young investors have experienced in the past decade. Listen to the Podcast
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
TradePMR has issued a warning in a new white paper to Registered Investment Advisors (RIAs) – it's time to understand who owns your client data or lose access to valuable data and potential firm valuation.
