CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity’s recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.”
RIA firm data can influence everything from operations to client service to... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
