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 offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
RIA firm data can influence everything from operations to client service to... read more
