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.
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell offers a critical perspective on two major launches in the... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
As more firms embrace AI tools, the key to success lies in... read more
The financial advisor event anticipates a record number of attendees with a... read more
