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 joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
