John O’Connell to Speak at the 2025 Advyzon Conference: Utilizing Technology to Grow and Drive Efficiencies

John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.

Upcoming Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell

Join John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, on Thursday, February 20th at 12pm ET for an insightful webinar detailing how to analyze the concentration risk in the markets.

Upcoming Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell

Join John O’Connell and Todd Rovak, CEO of Carefull, in this upcoming webinar on Feb. 11th at 12pm ET, as they share crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.

John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets

John O'Connell was featured in this article from The Daily Upside where he discusses how even though an overwhelming majority of US companies are now private, and assets like private equity, credit, and real estate are becoming huge hits with investors, private markets should be approached cautiously.