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.
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
RIA firm data can influence everything from operations to client service to... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
