John O’Connell participated in a webinar with Visory, a hands-on technology and cybersecurity partner for financial advisors, where he discussed how cybersecurity and managed IT have become vital components of an advisory firm’s value proposition. He also shared how firms can leverage a robust cybersecurity plan as a competitive edge in the market.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Your firm is executing well – but you can get even smarter.... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Why do so many RIAs have compliance data stored in different places?... read more
