John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW clients face a sophisticated and ever-changing array of scams due to the increased sophistication of bad actors.
John O'Connell was quoted in this article from Citywire discussing the challenges facing RIAs in terms of cybersecurity, noting that "The preparedness of the RIA space for cybersecurity is woefully inadequate." He also highlights the issues he sees in several core areas.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
John O'Connell authored this article for Retirement Daily on TheStreet, where he discusses how scammers target retirees on social media with "pump and dump" schemes. The article examines how these schemes work, and the techniques cybercriminals use to execute them.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a thorough guide of the steps financial advisors should take to respond to digital identity theft.
When you discover your identity has been used in a pump and dump scheme on WhatsApp or other platforms, taking swift, decisive action is essential. This guide outlines the specific steps you should take to report the crime, protect your clients, and help authorities bring the perpetrators to justice.
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the 2025 Advyzon Conference. Their discussion ranges from AI and cybersecurity to alternative investments and the buy vs. build debate.
In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull, shared crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.
In this episode of the 'In the Money' Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O'Connell and other industry experts from the 2024 MarketCounsel Summit.
