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 earned the highest client satisfaction rating in the Data... read more
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
For the second year in a row, The Oasis Group has been... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
