The Oasis Group
@theoasisgrpGenerating revenue for a better tomorrow by providing revenue consulting and coaching for wealth management and technology firms and individuals.
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The Oasis Group's John O'Connell is looking forward to the @CharlesSchwab #SchwabIMPACT Conference next week in San Francisco! If you're planning to be there, make sure to catch up with John to discuss all things #wealthtech, #AI, #cybersecurity & more. impact.schwab.com
Last chance to register for our webinar tomorrow with TaxStatus! John O'Connell will join Kevin Knull to discuss how #financialadvisors can protect their clients from the recent National Public Data breach, #taxfraud, and other #cyberthreats. Register: register.gotowebinar.com/register/12524…
Unpack the findings from the recent CTO Think Tank held at @RIA__Edge West conference in this webinar with John O'Connell, @ShannonRosic, @perryrotella @Box, and Ainslee Simmonds @Pershing, hosted by @wealth_mgmt & @theoasisgrp taking place 12/3 @ 2pm ET: wealthmanagement.com/webinars/ai-da…
John O'Connell discusses our Vantage Point Peaks Research for Custodian Platforms, including how many #custodians are beginning to offer functionality traditionally found in a #portfoliomanagement system. Access the research here: theoasisgrp.com/vantage-point/…
Looking forward to our webinar with TaxStatus! John O'Connell and Kevin Knull will discuss how #financialadvisors can protect clients from the National Public Data breach, plus share #cybersecurity best practices. This is critical information for advisors! register.gotowebinar.com/register/12524…
John O'Connell was quoted in this @finplan article discussing how even though #financialadvisors are increasingly adopting #AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly. Read here: financial-planning.com/news/advisors-…
John O'Connell was quoted in this @investmentnews article on how captive #financialadvisors can prepare for the breakaway experience, emphasizing the broker protocol and focusing on maintaining strong client relationships. Read here: investmentnews.com/goria/complian…
Join The Oasis Group's John O'Connell and TaxStatus' Kevin Knull on 11/14 at 12pm ET for an informative discussion on how #financialadvisors can protect their clients from the recent National Public Data breach, tax fraud & other cyber threats. Register: register.gotowebinar.com/register/12524…
Access our industry leading educational resources & training programs at discounted prices here: training.theoasisgrp.com -> Take 50% off Training Courses & Field Guides with code FALL50 -> Take 50% off Vantage Point Peaks Research for Custodian Platforms with code PEAKSREPORT50
Our updated AI WealthTech Map features 70 #AI focused firms that serve the #wealthmanagement industry, including newcomers Focal and fintello! Advisors can use our AI Map to discover the top #artificialintelligence solutions in our industry. Access here: theoasisgrp.com/vantage-point/…
John O'Connell will be attending the @RaymondJames EMPOWER Conference in Chicago next week, where he'll be on a tech panel on 10/29 with Ben Watson, discussing all the latest #wealthtech trends in the #wealthmanagement industry. Learn more & register here: web.cvent.com/event/54f52c68…
John O'Connell was quoted in @TheDailyUpside, adding perspective to Fidelity's recent data breach: “We should keep in mind that these incidents may sound large, but affect only a small percentage of the firm’s 51.5 million individual clients.” Read more: thedailyupside.com/advisor/indust…
John O'Connell discusses what sets The Oasis Group's Vantage Point Peaks Research for Custodian Platforms apart from other industry research in this video interview with @marieswift Learn more in the video below and access the research here: theoasisgrp.com/peaks-research…
John O'Connell was quoted in @finplan on how #financialadvisors are utilizing #AI for client growth: “All firms should feel pressure to educate themselves on AI capabilities and determine the best use case for AI to enable efficiencies in their business.” financial-planning.com/news/ai-use-fo…
Check it out: John O'Connell of @theoasisgrp and @marieswift of Impact Communications talk about cybersecurity, custodian research, and AI in this interesting video chat. Tune in here: impactcommunications.org/best-practices…
John O'Connell was quoted in this article in @FWReport discussing the future of @ENVintel after being purchased by Bain Capital, how they will review Envestnet’s various software products, and more. Read here: familywealthreport.com/article.php/AN…
John O'Connell was recently quoted in @finplan, joining a group of experts in a discussion on the changing landscape for #financialadvisors in relation to #AI and how AI is changing advisors’ jobs. Read the article here: financial-planning.com/news/financial…
We've been having a great time this week at #RIAEdgeWest! The CTO Think Tank we hosted with @wealth_mgmt was fantastic - John O'Connell led a roundtable discussion with CTOs from large firms, discussing tech trends shaping the #wealthmanagement industry. Thanks to all who joined!
By compartmentalizing your email usage into four discrete buckets, you can safeguard your personal and professional information and maintain better privacy for your contacts. Learn how from John O'Connell in Advisor Perspectives by @Vetta_Fi: advisorperspectives.com/articles/2024/…
Attending #RIAEdgeWest next week? Make sure to connect with John O'Connell! He'll be hosting another @RIA__Edge CTO Think Tank with @wealth_mgmt, bringing together tech leaders seeking to address the biggest challenges their firms are facing around digital transformation.
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