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.
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
