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.”
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell was recently featured in The Wealth Advisor on a... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
