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 joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
Your firm is executing well – but you can get even smarter.... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
RIA client data comes in many forms – while some data may... read more
