John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025: “We recommend that new RIAs begin to define their ideal client persona in this first year so that they know what type of client they would like to attract.”
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
Multiple publications in the wealth management industry covered the launch of The... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
