WealthTech Archives | Page 19 of 22

CRM-specific gaps: sales stages, segmentation, email marketing integration

John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, providing a guide to using TikTok and Temu, two popular apps that are subjects of increasing concern over privacy practices. John details the privacy conundrum and data collection concerns, as well as the compounded risks for financial...

April 3, 2024By John O'ConnellArticle, NewsCybersecurity, Practice Management, WealthTechRead more...

Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell

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.

March 27, 2024By John O'ConnellArticle, NewsPractice Management, WealthTechRead more...

John O’Connell a Panelist for NAPFA Webinar on How to Employ AI in 2024

The Oasis Group CEO John O'Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting applications of AI for advisors.

March 27, 2024By John O'ConnellWebinarAI, Practice Management, WealthTechRead more...

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, 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, NewsPractice Management, 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'ConnellAwards, NewsWealthTechRead 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, 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, 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, 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 PaperAI, WealthTechRead more...

Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

WealthTech