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.
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
In this article from The Fintech Times examining how AI can... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
