John O’Connell was quoted in this article from Citywire discussing the challenges facing RIAs in terms of cybersecurity, noting that “The preparedness of the RIA space for cybersecurity is woefully inadequate.” He highlights the issues he sees in several core areas, including a lack of separation between firms’ IT and cybersecurity teams and a failure to perform annual cybersecurity program reviews or tests.
The $5 block trade allocation fee looks manageable in isolation. Run the... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
