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 was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
RIA firm data can influence everything from operations to client service to... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
