Related Posts
Webinar with Practifi: Ditch the Widgets: Building an AI-Ready RIA on Structured Workflows and Enterprise Data Models
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
Navigating the Tech Evolution: Lessons from Top Buy-Side CTOs – Webinar with WealthManagement.com
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Webinar With Mili: From Meeting Notes to Enterprise Workflows: Building AI Infrastructure That Scales
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
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,... read more
Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Webinar with Aidentified: Using Data Intelligence to Build Deeper Client Relationships
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Webinar with AllocateRite and Morningstar: The Benefits, Risks, and Challenges of Tax Loss Harvesting in Volatile Markets, with John O’Connell, Ron Keusch & Sheryl Rowling
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of... read more
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key... read more
Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more