Related Posts
Webinar with Vi4 Wealth: Clear, Compelling, Visual: The Future of Client Engagement
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Webinar with Practifi: Ditch the Widgets: Building an AI-Ready RIA on Structured Workflows and Enterprise Data Models
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side
Join The Oasis Group and Syntax for a captivating fireside chat about... 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 Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm
Why do so many RIAs have compliance data stored in different places?... 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 Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Webinar with Carefull: Counseling Your Clients To Avoid Fraud for Themselves and Their Parents with Todd Rovak & John O’Connell
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more