Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2024 Wealth Management EDGE Conference.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he elaborates on how a Chief Growth Officer differs from a CMO and shares why your wealth management firm needs a CGO to spark organic growth.
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry Awards, aka the Wealthies, highlighting the firm in the Technology Disruptors category for Cybersecurity Assessment Services.
In the dynamic landscape of wealth management, the quest for sustainable growth has never been more challenging or crucial. Many firms are struggling to create organic growth as shown in industry studies.
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's session at the 2024 The Blue Vault Bowman Alts Summit discussed the rise of alternative investments among younger investors and main street millionaires. He also explored the findings in Blue Vault’s newly released Alts & Tech white paper and revealed the revolutionary solutions available to wealth advisors today for researching, processing, managing, and...
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...
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
The Oasis Group CEO John O'Connell was named a top financial professional of 2023 in the Hot List by InvestmentNews, which recognizes the best and brightest in the wealth management industry.
