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Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2024 Wealth Management EDGE Conference.
Data breaches pose new threats for wealth management firms to recognize malicious activity on client accounts and impersonation attempts by bad actors through deep fakes. In this article, we examine the recent AT&T data breach and share how you can advise your clients and staff to protect your client’s investments.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the sales cycle of a wealth manager, identifying and categorizing 55 leading technology firms.
The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, as John O’Connell and others discuss the findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference.
The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital.
The Oasis Group CEO John O'Connell was featured in this article in Financial Planning Magazine covering top AI tools for the wealth management industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.ai.
