The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
The Oasis Group was awarded and named a top WealthTech Consultancy & Training in The Third Annual WealthBriefing WealthTech Americas Awards 2024.
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Advyzon Conference 2024: Next Generation Insights Using Your Data and AI
John O'Connell's session at the inaugural Advyzon 2024 conference provided a basic overview of artificial intelligence beyond Chat-GPT empowering attendees to gain an comprehensive understanding of artificial intelligence and the types of AI.
Ransomware Group BlackCat/ALPHV Weaponizes SEC Disclosure Rules
The digital era has brought with it an increase in cyber threats that target businesses of all sizes. As a response to this growing problem, the SEC introduced new regulations that compel companies to publicly disclose their breaches within specific deadlines.
In the Suite Podcast With John O’Connell: Tech Transformation and Business Growth
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John O’Connell and Tina Powell delve deep into how he’s navigated the tech world and transformed himself from a Programmer to an entrepreneur masterfully leading a company to its first IPO. Hear more about his journey to becoming the CEO and Founder of The Oasis Group,...
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.
How to Store, Secure, and Use Your Data For a Competitive Edge
For two decades, T3 has been the go-to destination for financial services professionals, financial planners, and investment advisors across the country. This year, John O'Connell, CEO of The Oasis Group, was honored to celebrate T3's 20th anniversary on the main stage with T3 President, Joel Bruckenstein. In case you missed it, John's talk took a deep...
The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side
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.
Why You Should Start Your Year With a Technology Assessment
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.