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
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
