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.
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
