John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025: “We recommend that new RIAs begin to define their ideal client persona in this first year so that they know what type of client they would like to attract.”
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
For the second year in a row, The Oasis Group has been... read more
The Department of Homeland Security has set up a page warning of... read more
Wealth Solutions Report featured our newest white paper, sponsored by GReminders,... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Are you ready to unlock the power of data for your RIA?... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
