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 O'Connell will speak on a panel of AI experts at the... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
John O’Connell will speak on a panel of technology experts at the... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John joins Nicole Casperson as he discusses the risks of ransomware and... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
