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.
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
