In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.
In this Swift Cam video interview from the 2025 Advyzon Conference, John O'Connell shares his thoughts on the second annual Advyzon Conference, the panel he participated in on how technology can drive efficiencies for RIA practices, and much more.
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition of TradePMR and their plans to pursue the advisor business.
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull, shared crucial information on how financial advisors can protect clients and their parents from fraud while also strengthening client relationships.
John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.
In this episode of the 'In the Money' Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O'Connell and other industry experts from the 2024 MarketCounsel Summit.
In this article from Financial Planning, John O'Connell weighs in on the state of AI in wealth management and how it will be affected by the introduction of DeepSeek AI and Trump's AI executive order.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
In this article from The Fintech Times, John O'Connell discusses key trends he thinks will shape the wealthtech and wealth management industries in 2025.
SOC2 audits have become the de facto standard for demonstrating security compliance in the technology industry. This analysis explores why SOC2 certification, despite its widespread adoption and respected status, may provide a false sense of security and prove inadequate in protecting organizations against modern cyber threats.
