Insights From The Oasis Group

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Financial Services Leaders

Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.

John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, providing a guide to using TikTok and Temu, two popular apps that are subjects of increasing concern over privacy practices. John details the privacy conundrum and data collection concerns, as well as the compounded risks for financial...

Behind the Headlines: Exploring the Latest Cybersecurity Challenges in Wealth Management

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.

Navigating the Digital Minefield: A Guide for Financial Advisors on TikTok and Temu

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 Shares How Advisors Can Create Innovative Service Offerings in Action! Magazine

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 Blue Vault Bowman Alts Summit 2024: Retail Investors and The Rise of Alternative Investments

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...

Tech Insights: Navigating the Future of Wealth Management

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...