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 is featured in this InvestmentNews article on how captive... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... 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
John O'Connell was featured in this article by Wealth Solutions Report where... read more
