Thematic Investing – ETFs of the Future
John & Cinthia Murphy from ETF Think Tank discuss the growth of thematic ETFs, what makes them successful, and why investors are interested in them in this session from WealthManagement.com InvestmentFuse USA.
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Do You Own Your Client Data? You May Be Surprised by the Answer
RIA client data comes in many forms – while some data may be readily accessible to your business, other data may be harder to get your hands on.
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of The Activist Investor, and his goal of helping a younger demographic understand how to navigate the activist investor realm with the hosts of GetReal!, Meg Hannington and Genevieve E. Thayer. View the Podcast
ESG, ETFs, and Activist Investing
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...
ETFs, SRI, Direct Indexing and Rising Investor Activism
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.
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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?
Taco Tech – Impacts of the Great Wealth Transfer
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
TradePMR Annual Conference: SYNERGY22
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.