Inside the Latest Custody and Wealth Platform Reports:
Insights with John O’Connell of The Oasis Group
Insights with John O’Connell of The Oasis Group
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Tuesday, December, 9 • ET • 60 minutes

What You'll Learn
In today’s rapidly evolving advisory landscape, understanding the shifts in custody services and wealth technology platforms is critical to making informed business and client-service decisions. In this data-driven session, John O’Connell, Founder and CEO of The Oasis Group, will unpack key…