8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously.
Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
Next Best Action Technologies Make One-To-One Engagement Possible
Attention spans are short. Our lives take place online more than ever before. The COVID-19 pandemic shifted many of our daily activities from physical offices to the digital universe in jarring fashion. Many businesses saw this shift as a greater opportunity to connect with their clients.
Breakaway RIA Technology Selection and Implementation
Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.
Analysis Data Warehouse for Investment Management Firm
Our client trusts quantitative analysis to develop investment products and strategies for the discerning institutional investor, affluent individual, and affluent family. Their investment selection model is purely quantitative and honed over four decades of experience.
TradePMR Annual Conference: SYNERGY22
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.