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 2024 Wealth Management EDGE Conference.
Data breaches pose new threats for wealth management firms to recognize malicious activity on client accounts and impersonation attempts by bad actors through deep fakes. In this article, we examine the recent AT&T data breach and share how you can advise your clients and staff to protect your client’s investments.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he outlines key steps and best practices financial advisors should take to become trusted advisors in the realm of cybersecurity.
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on relationships with tech vendors, discussing data sharing, cybersecurity, how to end a relationship, how to navigate contracts, and more.
In today's digital age, financial advisors have more responsibilities than ever before. Beyond providing sound financial advice and investment strategies, modern financial advisors must also help their clients navigate the perilous waters of cybersecurity.
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry Awards, aka the Wealthies, highlighting the firm in the Technology Disruptors category for Cybersecurity Assessment Services.
In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O'Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
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
