Related Posts
How to Build Your Unique Value Proposition
John delivers a Master Class on how to build your Unique Value... read more
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
This article by ETF Database by VettaFi shares details on AI experts... read more
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
Finding Your Unique Value Proposition
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
ESG, ETFs, and Activist Investing
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more