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.
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
RIA client data comes in many forms – while some data may... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... 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
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
