Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
John delivers a Master Class on how to build your Unique Value... read more
RIA firm data can influence everything from operations to client service to... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Attend this Master Class to explore the various ways investors are using... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell will speak on a panel of technology experts at the... read more
John O'Connell will be leading a panel on AI and data, as... read more
The Department of Homeland Security has set up a page warning of... read more
Do you own your data? That may sound like a strange question.... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
