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.
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
In this article, John explores the different ways that Anthropic has changed... read more
For the second year in a row, The Oasis Group has been... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
