John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
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 Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by 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 recommends how to best utilize multiple email accounts to safeguard your personal and professional information.
Secure Your Digital Life by Using Multiple Email Accounts
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 Published in Advisor Perspectives by VettaFi: The AT&T Data Breach: How Advisors Can Protect Their Firm and Their Clients
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.
How To Protect Your Wealth Management Firm and Your Clients in Face of the AT&T Data Breach
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.
John O’Connell Published in Advisor Perspectives by VettaFi: Cybersecurity Guidance for Financial Advisors
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.
John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
John O’Connell Featured in Financial Planning Magazine on Tech Vendor Relationships
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.
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 Featured in Multiple Articles on AI from Financial Planning Magazine
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