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...

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...

John O’Connell on Values-based Investing, the Cybersecurity Education and the Future of AI in Fintech

Tune in to the final episode of this season’s On the Circuit, John O’Connell of The Oasis Group sits down with Three Crowns Marketing to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.

The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell

In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and 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...

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...