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.
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Learn from some of the leading CTOs in the wealth management industry... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the... read more
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
