John O’Connell is featured in this InvestmentNews article on how captive financial advisors can prepare for the breakaway experience, emphasizing how the broker protocol allows advisors to take client contact information and that the focus should be on maintaining strong client relationships.
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
RIA firm data can influence everything from operations to client service to... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
