In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O’Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
RIA client data comes in many forms – while some data may... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
