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.
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
RIA firm data can influence everything from operations to client service to... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
