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.
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
