Related Posts
John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
Ransomware on the rise and the risks to Financial Services firms
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Schwab IMPACT 2025
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell Featured in 2025 InvestmentNews Hot List of Top Financial Professionals in the US
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
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... read more
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question.... read more
John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach... read more