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 article from InvestmentNews discussing what new... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
