John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing 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.
John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
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.
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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.
John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
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 Published in Wealth Solutions Report: The Essence Of Thought Leadership
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 Featured in Barron’s: How Innovative Firms Are Training Next-Gen Advisors
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 Featured in InvestmentNews: How to Prepare for the Breakaway Experience
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.
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
John O'Connell was quoted in Financial Planning discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly.
John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on and adds perspective to Fidelity's recent data breach.
John O’Connell Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth.