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Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm

Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.

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...

Every Wealth Manager Needs to Know About MOVEit

The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...

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...

The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry

Developed by industry veteran John O’Connell, the courses are built to provide in-depth, educational information about cybersecurity, revenue processes, & more. MONROE TOWNSHIP, NEW JERSEY, UNITED STATES, July 19, 2023 -- The Oasis Group, a leading provider of hands-on consulting and advisory services for wealth management and financial technology firms, today announces the launch of its online training...