John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the wealth management industry in this video interview with WealthManagement.com at the 2024 Advyzon Conference in Phoenix.
John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, providing a guide to using TikTok and Temu, two popular apps that are subjects of increasing concern over privacy practices. John details the privacy conundrum and data collection concerns, as well as the compounded risks for financial...
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from Advisor360°, focusing on what advisors are looking for in technology solutions and how firms can provide the tools they need to be productive and grow.
John O’Connell Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in shaping their service offerings, highlighting the necessity of embracing innovation to propel growth and elevate client satisfaction effectively.
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: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk management rule and the expected effect on financial services firms. He also details how firms can prepare for the new rule.
8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
John O’Connell, CEO and Founder of The Oasis Group recently offered insights to Wealth Solutions Report exploring the implications of the recent complaint filed by the ransomware group ALPHV (aka “BlackCat”) and how it could impact businesses.