Wealth Management EDGE 2024: Cybersecurity Panel and CTO Think Tank
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
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John O’Connell Featured in Multiple Articles on AI from Financial Planning Magazine
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the wealth management industry in this video interview with WealthManagement.com at the 2024 Advyzon Conference in Phoenix.
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...
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from Advisor360°, focusing on what advisors are looking for in technology solutions and how firms can provide the tools they need to be productive and grow.
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.