John O’Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on the cybersecurity questions that financial advisors should ask technology vendors and how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
