John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can be properly utilized within back-office operations, John O'Connell explains why having personnel overseeing automation in financial firms that employ AI is essential.
John O’Connell Featured in The Daily Upside: Just a Third of Americans Are Confident Managing Their Finances
John O'Connell was quoted in this article from The Daily Upside on how only a third of Americans are confident about managing their finances and only 3 in 10 Americans are seeking out financial advice.
John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
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.
John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, analyzing the landscape of RIA acquisition models in the industry.
The Evolution of RIA Acquisition Models: A Strategic Analysis
The landscape of RIA acquisitions has transformed dramatically over the past decade. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025.
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, discussing how to navigate the complexities of the current state of U.S. Stock Market.
AI, Data, and Security: Inside the CTO Strategy for Elite RIAs – Webinar with WealthManagement.com
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts discuss the major themes from the CTO Think Tank held at the 2024 RIA Edge West Conference.