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.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
