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 profiled by Authority Magazine, participating in a '5 Things'... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
Do you own your data? That may sound like a strange question.... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
