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 interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
