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 was named a finalist for the 'Family Office Management... read more
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Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
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In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
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