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.”
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O’Connell offers a critical perspective on two major launches in the... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
