Related Posts

Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side
Join The Oasis Group and Syntax for a captivating fireside chat about... read more

John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more

In the Suite Podcast With John O’Connell: Tech Transformation and Business Growth
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more

Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more

John O’Connell Featured in InvestmentNews: How to Prepare for the Breakaway Experience
John O'Connell is featured in this InvestmentNews article on how captive... read more

Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs – Webinar with WealthManagement.com
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more

John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more

John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
John O'Connell was featured in this article from Barron's Advisor covering how... read more

John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more