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 was featured in Wealth Management Magazine's 'Best of the... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
You signed a contract for an AI feature priced like software has... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
