CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
