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 authored this article in ThinkAdvisor, where he delivers a critical... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
For the second year in a row, The Oasis Group has been... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
RIA client data comes in many forms – while some data may... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
In this article from The Daily Upside, John O'Connell provides exclusive insights... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
