8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
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A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
John O’Connell, CEO and Founder of The Oasis Group recently offered insights to Wealth Solutions Report exploring the implications of the recent complaint filed by the ransomware group ALPHV (aka “BlackCat”) and how it could impact businesses.
John O’Connell Named to Top Financial Professionals 2023 Hot List by InvestmentNews
The Oasis Group CEO John O'Connell was named a top financial professional of 2023 in the Hot List by InvestmentNews, which recognizes the best and brightest in the wealth management industry.
John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses why using a company email account for personal reasons is risky and how it can affect you legally.
New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today's complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act...
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report that covers a white paper he co-authored with Sora Finance and Joel Bruckenstein of T3 Technology Tools for Today, titled "Unlocking Growth Opportunities: The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios".
Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously.
Unlocking Success: Key Considerations for Selecting the Perfect Technologies for your Wealth Management Firm
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.