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 was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from The Fintech Times examining how AI can... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
