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.”
Learn more about the new Peaks Research series from The Oasis Group... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
