The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses the details of the MOVEit breach and how it affected the clients of every wealth manager in America. He also shares steps that wealth management firms can take to protect their firm, employees, and clients.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
