As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O’Connell’s discussion at the 2022 T3 conference tackled this important topic.
Next generation investors globally witnessed an incredible amount of social change and... read more
John O'Connell will be leading a panel on AI and data, as... read more
John discusses how to identify the value within your wealth management firm... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
The Department of Homeland Security has set up a page warning of... 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
For two decades, T3 has been the go-to destination for financial services... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
