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
How to Store, Secure, and Use Your Data For a Competitive Edge
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...
The Dangers of Disparate Data: Leveraging Technology to Consolidate Sensitive Information, Maintain Compliance and Better Protect Your Firm
Why do so many RIAs have compliance data stored in different places? From HR to planning software to client documents on shared drives, disparate data can be perilous from both a cybersecurity and a compliance standpoint. As cyber threats evolve along with regulations regarding cybersecurity policies, RIAs need to take action to maintain compliance and better...
John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses the details of the MOVEit breach and how it affected the clients of every wealth manager in America. He also shares steps that wealth management firms can take to protect their firm, employees, and...
Every Wealth Manager Needs to Know About MOVEit
The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...
Preparing for the Changing Landscape in Cybersecurity
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
Where Does AI Fit in Your Firm’s Future?
This article provides a brief guide to the AI technologies available today, and it’s not just ChatGPT, their applications in wealth management, and how your firm can define specific business outcomes that you want to achieve with AI.