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 and Todd Rovak, CEO of Carefull,... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... 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
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... 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 John O’Connell of The Oasis Group, Amar... read more
