John O’Connell authored this recent article for Wealth Solutions Report on ‘Strategies For Rethinking Fee Structures In Volatile Markets’, where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
