Webinar
Webinar with TaxStatus: How Financial Advisors Can Protect Clients from the NPD Breach, Tax Fraud, and Other Cyber Threats
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how...
News, Video
John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at...
Article, News
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial...
Article, News
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors...
Article, News
The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published...
Article, News
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report...
Webinar
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory,...
Podcast, Video
Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss...
Webinar
Webinar with Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services
John O'Connell participated in a webinar on September 24th with Morningstar Wealth...