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 authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
