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 RIABiz, discussing artificial intelligence... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
As more firms embrace AI tools, the key to success lies in... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
