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 featured in this Financial Planning Magazine article covering a... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
Google's AI-powered Finance platform represents more than a free alternative to expensive... read more
