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 played a prominent role as the moderator of a wealthtech... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
A loop has five parts. Skip one and you do not get... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
Most loop failures are not loop-design failures. They are model-capability failures wearing... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
