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 today’s tech-driven world, artificial intelligence has become a key enabler of... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Financial Planning Magazine, discussing how AI may be... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
Your AI pilot will look cheap. That is the trap. The per-task... read more
