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 interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
John O'Connell was quoted in this article from The Daily Upside where... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
