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 weighs in on AI in wealth management, including... read more
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CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
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The financial advisor event anticipates a record number of attendees with a... read more
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Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
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