In our final episode of this season’s On the Circuit, we’re sitting down with John O’Connell of Oasis Group to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.
As Founder of Oasis Group and author of Rise of the Activist Investor, John O’Connell is putting his 30+ years of experience to use in helping financial professionals find services and solutions that truly fit their clients’ needs.
For example, he notes that the movement for values-based investing, or investing based on personal values, is a growing trend among younger investors who have experienced several social movements in recent years.
“These young investors want their money to generate returns and match a risk profile that they’ve got and a time horizon for when they need the money,” O’Connell explains. “But they really deeply believe that they would like their money to reflect their values.”
Beyond values-based investing, this episode explores unique cybersecurity challenges facing modern advisors and clients, including the growing use of AI-fueled “deep fake” technology. O’Connell notes that those in the financial services industry will need to take increased measures against such scams, including increased education and a push for two-factor authentication.
“Having a multifactor authentication is going to require that the client also gets a text message to authorize that transfer. And if the client gets a text message that they didn’t recognize because you’ve been talking to a bad actor and not realizing it, the client’s going to call you up and say, ‘Hey, wait a second, I got this weird text message. I didn’t ask for a funds transfer,’” O’Connell says.
Listen in to hear more tips and insights from O’Connell, and be sure to check out our other On the Circuit episodes!
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