Speaking

The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm

Why do so many RIAs have compliance data stored in different places? From HR to planning software to client documents on shared drives, disparate data can be perilous from both a cybersecurity and a compliance standpoint. As cyber threats evolve along with regulations regarding cybersecurity policies, RIAs need to take action to maintain compliance and better...

October 24, 2023By Speaking, , Comments OffRead more...

Protecting Your Firm: The Power of People, Process, and Technology

Cybersecurity continues to be a major challenge for today’s advisory firms, who must navigate not only increasingly sophisticated cyber threats, but also evolving regulations surrounding their cybersecurity policies. From his seat as a tenured technology consultant, John O’Connell, founder and CEO of The Oasis Group, has seen it all. In this webinar replay, John and guest Adrian...

August 23, 2023By Speaking, Comments OffRead more...

The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor

The Intention.ly & Friends Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.Watch the replay now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to discuss how both...

May 9, 2023By SpeakingComments OffRead more...

T3 2023 Interviews: Technology and Cybersecurity Should Work Hand in Glove

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.In this podcast episode of The White Report, Danielle...

April 26, 2023By Speaking, Comments OffRead more...

The Oasis Group at WealthStack 2023

We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss The...

April 21, 2023By Speaking, 0 CommentsRead more...