The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, analyzing the landscape of RIA acquisition models in the industry.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, highlighting specific examples of SOC2 failures across multiple industries.
In this article from The Fintech Times, John O'Connell discusses key trends he thinks will shape the wealthtech and wealth management industries in 2025.
John O’Connell was quoted in this article from InvestmentNews discussing what new RIAs and breakaways should be prioritizing and focusing on in 2025.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, discussing how to navigate the complexities of the current state of U.S. Stock Market.
In this article from Financial Planning Magazine, John O'Connell weighs in on Robinhood's acquisition of TradePMR, noting that the move should benefit both parties and have a significant impact on the industry.
In this article from InvestmentNews, John O'Connell shares his thoughts on the Robinhood acquisition of TradePMR. This acquisition gives TradePMR a large infusion of cash for TradePMR to continue to enhance their custodian platform.
John O'Connell authored this article in Wealth Solutions Report where he dissects the oft misunderstood term "thought leader" and shares the benefits of becoming a thought leader, how to become one, and more.
John O'Connell was quoted in this article from Barron's Advisor discussing how innovative wealth management firms are training next-gen advisors through apprenticeships and other training programs.
John O'Connell is featured in this InvestmentNews article on how captive financial advisors can prepare for the breakaway experience, emphasizing that the focus should be on maintaining strong client relationships.
