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 shares why wealth management is entering a new phase of... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
