WealthTech Archives | Page 13 of 13 | The Oasis Group

T3 2022: The Importance of Owning Your Data

As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.

May 2, 2022By John O'ConnellSpeakingData Management, Practice Management, WealthTechRead more...

Buy Versus Build in Advisor Software

Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia

January 12, 2022By John O'ConnellSpeakingCTO Field Guide, Practice Management, WealthTechRead more...