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 quoted in Financial Planning Magazine, discussing how financial advisors... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
