John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025.
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Access our latest AI WealthTech Map to see the top artificial intelligence solutions for the wealth management industry!
The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
SOC2 audits have become the de facto standard for demonstrating security compliance in the technology industry. This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – CTO Think Tank White Paper on WealthManagement.com
Access this white paper from The Oasis Group and WealthManagement.com, housing insights from this CTO Think Tank held at the 2024 RIA Edge West Conference.
The Oasis Group Wins Thought Leadership & Education Award at the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named the winner of the Thought Leadership and Education award in the Consultants category of the ThinkAdvisor 2024 Luminaries Awards.
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, discussing how to navigate the complexities of the current state of U.S. Stock Market.
John O’Connell Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – Webinar with WealthManagement.com
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.
John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.