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.
John O'Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors' jobs.
In today's fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it's essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
John O'Connell was featured in this article by Wealth Solutions Report where he analyzes the increased cybersecurity risks in the wealth management industry, covering advisor preparedness, risk areas and advancements, regulatory influences, the role of wealthtech providers, and more.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses the recent set of data breaches at AT&T and what the implications are for wealth management firms.
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.
