The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he explores three key architectures that can transform how wealth management firms manage and utilize data.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
SOC2 audits have become the de facto standard for demonstrating security compliance in the technology industry. This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
Access this white paper from The Oasis Group and WealthManagement.com, housing insights from this CTO Think Tank held at the 2024 RIA Edge West Conference.
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks with John O'Connell about the current trends and challenges in wealthtech, exploring topics such as technology integration, cybersecurity, AI, and more.
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how financial advisors can protect their clients from the recent National Public Data breach, tax fraud, and cyber threats. Watch the replay here.
CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity's recent data breach.
John O'Connell will participate in a webinar on Sept. 25th with Visory, a technology and cybersecurity partner for financial advisors, where he'll discuss how cybersecurity and managed IT have become vital components of an advisory firm's value proposition.
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he recommends how to best utilize multiple email accounts to safeguard your personal and professional information.
