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 on the RIA Channel at the Schwab IMPACT... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
The Department of Homeland Security has set up a page warning of... read more
In this article from The Fintech Times examining how AI can... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
