Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
As a member of the wealth management industry, you may be thinking... read more
John O’Connell will speak on a panel of technology experts at the... read more
As a member of the wealth management industry, you may be thinking... read more
RIA firm data can influence everything from operations to client service to... read more
