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 was featured in Wealth Management Magazine's 'Best of the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
