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.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
John O’Connell will speak on a panel of technology experts at the... read more
John O'Connell's session at the 2024 The Blue Vault Bowman Alts Summit... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
Learn from some of the leading CTOs in the wealth management industry... read more
Cybersecurity adoption is still low among advisory firms, but it’s critical for... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
