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 Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
RIA firm data can influence everything from operations to client service to... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
The financial advisor event anticipates a record number of attendees with a... read more
