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 wrote this bylined article that was... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
