In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O’Connell about the current trends and challenges in the advisor technology sector, exploring topics such as technology integration, cybersecurity, the rise of AI, and the need for standardized tech stacks in financial advisory firms.
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Your firm is executing well – but you can get even smarter.... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John joins a round table discussion of Your Digital Marketing Presence for... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Next generation investors globally witnessed an incredible amount of social change and... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
