In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift of Impact Communications in a conversation about the importance of advisory firms implementing AI, the new research series from The Oasis Group called Vantage Point Peaks, and how cybersecurity risks are growing more complex as the SEC introduces additional cybersecurity regulations for financial services firms.
Why do so many RIAs have compliance data stored in different places?... read more
Doug Heikkinen has John on his podcast to discuss: Things to... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
Your firm is executing well – but you can get even smarter.... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
