John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine

Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.

John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses how to perform a technology assessment and evaluate your tech stack, detailing the main reasons to do so: aligning your tech stack with your growth strategy, ensuring protection through contract terms and performance through...

John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses why using a company email account for personal reasons is risky and how it can affect you legally.

John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.

John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit

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...

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that their firm and their clients are safe from this growing threat? In this TradePMR article, The Oasis Group CEO and Founder, John O'Connell, discusses the four crucial pillars for your cyber program.  Download the White Paper Read the Full...