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.
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Do you own your data? That may sound like a strange question.... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The financial advisor event anticipates a record number of attendees with a... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
