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Are you prepared for the evolving threats facing the wealth management industry? In this insightful webinar led by John O'Connell, CEO & Founder of Oasis, and Steven J. Ryder, Chief Strategy Officer of Visory as they delve into the most pressing cybersecurity challenges impacting your business.
In an era where digital convenience intersects with unparalleled risks, financial advisors and wealth managers are tasked with safeguarding more than just financial assets; the protection of personal and client data stands paramount. Amidst this backdrop, two applications, TikTok and Temu, emerge as subjects of increasing concern over privacy practices.
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's session at the 2024 The Blue Vault Bowman Alts Summit discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...
Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...
Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.
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...
The Oasis Group was awarded and named a top WealthTech Consultancy & Training in The Third Annual WealthBriefing WealthTech Americas Awards 2024.
