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.
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
