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.”
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O'Connell authored this article for Advisorpedia, where he discusses the AI... read more
