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.
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
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
RIA client data comes in many forms – while some data may... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
