This article in ThinkAdvisor recaps a white paper on liability management, authored by John O’Connell and Joel Bruckenstein and published by Sora Finance, and provides a slideshow review of the eight reasons why liability management should be a focus for financial advisors – an often overlooked but very important part of the holistic wealth management process.
For the second year in a row, The Oasis Group has been... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell recently wrote in WealthManagement.com about why firms keep making... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
