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.
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
