WealthTech Archives | Page 11 of 12

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...

March 5, 2024By John O'ConnellWhite PaperAI, Cybersecurity, Future of Fintech, Technology, Wealth Management, WealthTechRead more...

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...

February 27, 2024By John O'ConnellArticle, NewsOrganic Growth, Practice Management, Technology, WealthTechRead more...

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.

February 22, 2024By John O'ConnellAwardsAwards, Technology, WealthTechRead more...

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.

February 13, 2024By John O'ConnellPeaks PerspectiveCybersecurity, Practice Management, Ransomeware, SEC, Technology, WealthTechRead more...

Three people having a discussion about technology

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.

February 5, 2024By John O'ConnellArticle, NewsPractice Management, Technology, WealthTechRead more...

Why You Should Start Your Year With a Technology Assessment

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.

January 16, 2024By John O'ConnellPeaks PerspectivePractice Management, Technology, Wealth Fintech, Wealth Management, WealthTechRead more...

8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor

This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.

January 3, 2024By John O'ConnellArticle, NewsPractice Management, Technology, Wealth Management, WealthTechRead more...

Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously.

November 27, 2023By John O'ConnellWhite PaperArtificial Intelligence, WealthTechRead more...

Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm

November 16, 2023By John O'ConnellPeaks PerspectivePractice Management, Technology, Wealth Fintech, Wealth Management, WealthTechRead more...

John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.

November 14, 2023By John O'ConnellArticle, NewsAI, Practice Management, Technology, WealthTechRead more...

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