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.
For the 3rd year, The Oasis Group was named the winner of... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
