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.”
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
For the second year in a row, The Oasis Group has been... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O’Connell offers a critical perspective on two major launches in the... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
The Department of Homeland Security has set up a page warning of... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
