CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The financial advisor event anticipates a record number of attendees with a... read more
Attend this Master Class to explore the various ways investors are using... read more
Are you ready to unlock the power of data for your RIA?... read more
Tune in to the final episode of this season’s On the Circuit,... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
John discusses the societal forces and social movements that are causing the... read more
John & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
