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.
We're so excited to be the strategic partner for an exclusive CTO... read more
John O'Connell will speak on a panel of AI experts at the... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
The financial advisor event anticipates a record number of attendees with a... read more
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
