Related Posts
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Webinar with Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
T3 2023 Interviews: Technology and Cybersecurity Should Work Hand in Glove
In this special collection of The White Report recorded live in the read more
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O’Connell Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Future of Investing Is Direct Indexing: A Fireside Chat with Industry Leaders
Join The Oasis Group and Syntax for a captivating fireside chat about... read more