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.
RIA firm data can influence everything from operations to client service to... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
TradePMR has issued a warning in a new white paper to Registered... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
