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.
The financial advisor event anticipates a record number of attendees with a... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
TradePMR has issued a warning in a new white paper to Registered... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
