John O’Connell was featured in this article from Barron’s Advisor where he shares insights on how career changers can be attractive candidates for wealth management firms: “They have a lot more life experience they can draw on and that can help them relate to clients.”
This article from Wealth Solutions Report covers a new white paper from... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group was named a finalist in three categories of the... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
