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 joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
