Volume 1  |  Issue 16

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Secure Your Digital Life by Using Multiple Email Accounts

In today's fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it's essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.

This month's Vantage Point article discusses how compartmentalizing your email usage can provide a robust layer of security and efficiency in managing your digital life by protecting your professional identity, safeguarding personal communications, managing high-risk activities with a purge email, providing enhanced security, and more.

Vantage Point Peaks Research for Custodian Platforms

Last month, we launched our new research series called Vantage Point Peaks, which provides in-depth reports on a range of industry service providers so that wealth management firms are more informed buyers. While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider as reported by the provider and their customers.

The first study of the research series is the Vantage Point Peaks for Custodian Platforms, which focuses on the registered investment adviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships. Our research provides wealth management executives with an empirical analysis of the leading custodians’ capabilities, as well as an unbiased comparison of each custodian’s capabilities relative to others in the marketplace.

The Vantage Point Peaks for Custodian Platforms features a comprehensive overview of the custodian market, as well as in-depth reports on each custodian, including Schwab, Pershing, Fidelity, Altruist, Apex Fintech Solutions, Goldman Sachs, TradePMR, Hilltop Securities, Innovayte, and RBC.

To learn more about Vantage Point Peaks and to access the Custodian Platform research, including the free Peaks Summary report, please click here. To purchase the comprehensive Peaks Report, as well as the Peaks Individual Reports for each custodian, please click here. 

AI WealthTech Map: The Oasis Group's Vantage Point on AI Wealth Technology - September 2024

The Oasis Group has released the third edition of our AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the sales cycle of a wealth manager, identifying and categorizing 68 leading technology firms.

The AI WealthTech Map will be updated on a near-monthly basis. Here’s our latest version for September 2024 – click the button below to view an interactive version of the map, with logos linked to each firm's website to learn more.

The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories under Consultants offering Advisory Support, Products and Services:

• Industry Disruption, highlighting our Cybersecurity Assessment Services
• Thought Leadership and Education, highlighting the plethora of content and educational resources we produce

Webinar with Morningstar: Top Wealthtech Trends Shaping the Future of Advisory Services

John O’Connell will participate in a webinar on September 24th at 12:30pm CT with Morningstar Wealth and ByAllAccounts, joining a panel of fellow industry leaders and innovators to provide unique insights into trends that are revolutionizing and impacting the wealth management industry. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space.

Webinar with Visory: Making Cybersecurity and Managed IT Part of Your Firm’s Overall Value Proposition

John O’Connell will participate in a webinar on September 25th at 2pm ET with Visory, a hands-on technology and cybersecurity partner for financial advisors, where he’ll discuss how cybersecurity and managed IT have become vital components of an advisory firm’s value proposition. He’ll also share how firms can leverage a robust cybersecurity plan as a competitive edge in the market.

The Oasis Group In the News

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Catch John O'Connell on the Road!
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www.TheOasisGrp.com