Cybersecurity Guidance for Financial Advisors: Protecting Your Clients and Their Assets

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.

John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference

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.

John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, providing a guide to using TikTok and Temu, two popular apps that are subjects of increasing concern over privacy practices. John details the privacy conundrum and data collection concerns, as well as the compounded risks for financial...

Behind the Headlines: Exploring the Latest Cybersecurity Challenges in Wealth Management

Are you prepared for the evolving threats facing the wealth management industry? In this insightful webinar led by John O'Connell, CEO & Founder of Oasis, and Steven J. Ryder, Chief Strategy Officer of Visory as they delve into the most pressing cybersecurity challenges impacting your business.

Tech Insights: Navigating the Future of Wealth Management – CTO Think Tank White Paper on WealthManagement.com

Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...