John joins Nicole Casperson as he discusses the risks of ransomware and how this rising threat should spark planning for wealth management firms and policies from their technology teams. Investment News, Tech Stack$, Fintech for Advisors podcast.
Next generation investors globally witnessed an incredible amount of social change and... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
Learn from some of the leading CTOs in the wealth management industry... read more
RIA firm data can influence everything from operations to client service to... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John shares his inspiration for writing his recent book, The Rise of... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
