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.
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.
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.
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 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
For two decades, T3 has been the go-to destination for financial services professionals, financial planners, and investment advisors across the country. This year, John O'Connell, CEO of The Oasis Group, was honored to celebrate T3's 20th anniversary on the main stage with T3 President, Joel Bruckenstein. In case you missed it, John's talk took a deep...
