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 was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
