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.
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
