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.”
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
