John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference, Thursday, February 13th at 9:30am ET where they’ll discuss how financial advisors can utilize fintech, wealthtech, and AI solutions to grow their practice and drive efficiencies.
John O'Connell will speak on a panel of AI experts at the... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
RIA firm data can influence everything from operations to client service to... read more
John discusses how to identify the value within your wealth management firm... read more
John delivers a Master Class on how to build your Unique Value... read more
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
As a member of the wealth management industry, you may be thinking... read more
