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 authored this article for Retirement Daily on TheStreet, where he... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
John O’Connell offers a critical perspective on two major launches in the... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
