John O’Connell participated in a webinar with Morningstar Wealth and ByAllAccounts where he joined a panel of fellow industry leaders and innovators to provide unique insights into trends that are revolutionizing and impacting the wealth management industry.
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
