The fallout from Russia’s invasion of Ukraine is hitting the advice industry as government agencies warned wealth managers last week to protect themselves and their clients against increased attacks.
John O’Connell, CEO and founder of cybersecurity consulting firm The Oasis Group weighs in on this article from Investment News.
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
Are you ready to unlock the power of data for your RIA?... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
RIA client data comes in many forms – while some data may... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
RIA firm data can influence everything from operations to client service to... read more
As a member of the wealth management industry, you may be thinking... read more
