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 authored this article for Wealth Management Magazine, discussing how Google... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
