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.
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
