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 authored this recent article for Wealth Solutions Report where he... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from The Fintech Times examining how AI can... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
