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.”
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
The Department of Homeland Security has set up a page warning of... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
