John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
Monte Carlo simulations have become an invaluable tool for financial advisors and individuals in the complex world of retirement planning. You may not know the statistical mathematics behind Monte Carlo simulations or have the software development skills to code a Monte Carlo simulation. In the new world of Artificial intelligence tools, you don’t need neither...
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.
John O'Connell was featured in Financial Planning Magazine in an article highlighting experts' hopes and fears when it comes to the use of AI in the wealth management industry.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
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.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
In this webinar replay, John O’Connell, CEO of The Oasis Group, and Patric Glassell, Chief Growth Officer of Kwanti, discuss how to analyze the concentration risk in the markets, strategies that advisors should consider to protect client portfolios, and more.
