In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today.
John O'Connell was featured in Financial Planning Magazine in an article about why and how wealth management firms should own their data. The article also highlights a recent webinar that The Oasis Group held with ByAllAccounts, part of Morningstar Wealth.
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.
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.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
The Oasis Group earned the highest client satisfaction rating in the Data Warehouse Services category of the 2025 Software Survey from T3 Technology Tools for Today and Inside Information.
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.
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.
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.
