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.
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
