In this episode of TradePMR’s Synergize podcast, John O’Connell discusses how AI is replacing many of the transactional elements that advisors have traditionally done and highlights the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
RIA client data comes in many forms – while some data may... read more
John discusses how to identify the value within your wealth management firm... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
