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 Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell was featured in this article from Wealth Solutions Report, recapping... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
