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 co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Your firm is executing well – but you can get even smarter.... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
