Related Posts
T3 2023: Leveraging Data for Your Practice
As a member of the wealth management industry, you may be thinking... read more
Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
ETFs, SRI, Direct Indexing and Rising Investor Activism
John discusses the societal forces and social movements that are causing the... read more
Tapping the Power of Your Firm’s Data in a Down Market
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Special Offers for the 2026 T3 Technology Conference; John O’Connell to Speak at T3’s AI University
Financial advisors in The Oasis Group community have an exclusive opportunity to... read more
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
Your Digital Marketing Presence
John joins a round table discussion of Your Digital Marketing Presence for... read more
Taco Tech – Impacts of the Great Wealth Transfer
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell Speaking at Financial Planning ADVISE AI 2025 Conference: AI in Action: Transforming Wealth Management
In this fast-paced, high-impact keynote, which will be presented at the Financial... read more