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
John O’Connell Interviewed by WealthManagement.com at the Advyzon Conference: The Evolving Role of AI in Wealth Management
John O'Connell broke down the impactful ways that AI can transform the wealth management industry in this video interview with WealthManagement.com at the 2024 Advyzon Conference in Phoenix.
Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from Advisor360°, focusing on what advisors are looking for in technology solutions and how firms can provide the tools they need to be productive and grow.
John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024
The Oasis Group CEO John O'Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting applications of AI for advisors.
Navigating the Digital Minefield: A Guide for Financial Advisors on TikTok and Temu
In an era where digital convenience intersects with unparalleled risks, financial advisors and wealth managers are tasked with safeguarding more than just financial assets; the protection of personal and client data stands paramount. Amidst this backdrop, two applications, TikTok and Temu, emerge as subjects of increasing concern over privacy practices.
Tech Insights: Navigating the Future of Wealth Management – CTO Think Tank White Paper on WealthManagement.com
Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...
John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses how to perform a technology assessment and evaluate your tech stack, detailing the main reasons to do so: aligning your tech stack with your growth strategy, ensuring protection through contract terms and performance through...
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
The Oasis Group was awarded and named a top WealthTech Consultancy & Training in The Third Annual WealthBriefing WealthTech Americas Awards 2024.
Ransomware Group BlackCat/ALPHV Weaponizes SEC Disclosure Rules
The digital era has brought with it an increase in cyber threats that target businesses of all sizes. As a response to this growing problem, the SEC introduced new regulations that compel companies to publicly disclose their breaches within specific deadlines.
John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, in which he discusses key considerations for how wealth management firms can approach selecting technology providers.