Webinar with ByAllAccounts, part of Morningstar Wealth: Owning Your Data is Easier Than You Think – How to Get from Aspiration to Execution

Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.

John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge

Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.

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

In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.

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

In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull, shared crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.