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.
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
The Oasis Group was named a finalist in three categories of the... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
