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 discusses the societal forces and social movements that are causing the... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
As a member of the wealth management industry, you may be thinking... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John O'Connell will speak on a panel of AI experts at the... read more
Learn from some of the leading CTOs in the wealth management industry... read more
RIA firm data can influence everything from operations to client service to... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
