The RIA technology landscape is evolving rapidly - it seems like there... read more
As a member of the wealth management industry, you may be thinking... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
John discusses the societal forces and social movements that are causing the... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
John O'Connell will be leading a panel on AI and data, as... read more
