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 AI WealthTech Map was featured in the August 2024... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
