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 CEO John O’Connell wrote this bylined article that was... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
