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.
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
The Department of Homeland Security has set up a page warning of... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
