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
The Oasis Group's latest research report on AI Note Takers was featured... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
