John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets

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.

Using Claude to Create a Monte Carlo Retirement Simulation

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 Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access

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.

Webinar with ByAllAccounts, part of Morningstar Wealth: Owning Your Data is Easier Than You Think – How to Get from Aspiration to Execution

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 Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge

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.

Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell

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.