CEO John O'Connell was featured in this article from Wealth Solutions Report that covers a white paper he co-authored with Sora Finance and Joel Bruckenstein of T3 Technology Tools for Today, titled "Unlocking Growth Opportunities: The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios".
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...
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...
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.
Do you use your company email for personal purposes? If so, you may want to think twice. Your employer owns the servers and the emails that are stored in them, which means they can be accessed by your employer at any time. This could lead to serious consequences if you are not careful with what...
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
John O’Connell of the Oasis Group offers advice on how to approach the cybersecurity challenge in the wealth management industry in this video interview with WealthManagement.com at the 2023 T3 Technology Conference.
Cybersecurity adoption is still low among advisory firms, but it’s critical for all organizations—large and small. John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge.
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
Our customer received a notice from their current email, social media, Microsoft Teams, and website archiving vendor that the vendor required additional Microsoft licensing. Additional licensing would increase costs by 30%.
