Related Posts
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
Why Financial Advisors Should Focus on ESG, Thematic Investing, and Activist Investing
John shares his inspiration for writing his recent book, The Rise of... read more
John O’Connell to Speak at 2024 MarketCounsel Summit on Artificial Intelligence: Logarithmic Growth Through the Power of AI
John O'Connell will speak on a panel of AI experts at the... read more
The Differences Between Structured and Unstructured Data for Your RIA
RIA firm data can influence everything from operations to client service to... read more
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
T3 2022: The Importance of Owning Your Data
As a member of the wealth management industry, you may be thinking... read more
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies
John O’Connell will speak on a panel of technology experts at the... read more