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 played a prominent role as the moderator of a wealthtech... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
