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.
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".
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.
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.
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.
