Related Posts
Webinar with Jump: Beyond Notetaking: The Next Evolution of AI for Financial Advisors
Watch this webinar replay with John O’Connell of The Oasis Group and... 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
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – Webinar with WealthManagement.com
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... 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
AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... 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
The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
The Intention.ly & Friends Book Club brings together some of the most... read more
Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell
In this informative webinar recording, John O’Connell of The Oasis Group and... 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