Access this white paper from The Oasis Group and WealthManagement.com, housing insights from this CTO Think Tank held at the 2024 RIA Edge West Conference.
The Oasis Group was named the winner of the Thought Leadership and Education award in the Consultants category of the ThinkAdvisor 2024 Luminaries Awards.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.
In this article from Financial Planning Magazine, John O'Connell weighs in on Robinhood's acquisition of TradePMR, noting that the move should benefit both parties and have a significant impact on the industry.
In this article from InvestmentNews, John O'Connell shares his thoughts on the Robinhood acquisition of TradePMR. This acquisition gives TradePMR a large infusion of cash for TradePMR to continue to enhance their custodian platform.
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.
