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.
The Oasis Group Wins Thought Leadership & Education Award at the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named the winner of the Thought Leadership and Education award in the Consultants category of the ThinkAdvisor 2024 Luminaries Awards.
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 Interviewed on the Swift Cam at the 2024 MarketCounsel Summit
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O'Connell highlights his panel discussion on artificial intelligence and how to harness AI for business growth.
John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference, John O'Connell discusses his conference experience plus Oasis' latest resources for wealth management firms.
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 Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.
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.