The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
The Oasis Group was featured in this news release from TradePMR, published in Yahoo! Finance, citing their performance in our Vantage Point Peaks Research for Custodian Platforms.
John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
CEO John O'Connell was quoted in this article in Family Wealth Report discussing Envestnet's future after being purchased by Bain Capital, how they will review Envestnet's various software products, and more.
Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition
John O'Connell will participate in a webinar on Sept. 25th with Visory, a technology and cybersecurity partner for financial advisors, where he'll discuss how cybersecurity and managed IT have become vital components of an advisory firm's value proposition.
Swift Chat Interview with John O’Connell: AI in WealthTech + Custodian Research Reports + Cyber Training
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
Webinar with Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services
John O'Connell participated in a webinar on September 24th with Morningstar Wealth and ByAllAccounts, discussing wealthtech trends shaping the future of advisory services.
John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
John O'Connell was quoted in Financial Planning Magazine, joining a group of experts in a discussion on the changing landscape for financial advisors in relation to AI and how AI is changing advisors' jobs.
John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.