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, CEO and Founder of The Oasis Group recently offered insights... read more
The Oasis Group was named a finalist in three categories of the... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
RIA firm data can influence everything from operations to client service to... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
