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.
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 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".
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.
The WealthStack Podcast by WealthManagement.com: The Future of Investing with John O’Connell
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.
Understanding Cybersecurity and Mitigating Risk
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
3 Inflection Points that Help Your Business Grow
Flourish Studios created an animated bar chart titled the Biggest Fast Food Chains in the World 1971-2019 (Stores)1. The animation is an incredible view into a changing industry. The animation is interesting, but the stories behind some of the rapid growth spurts that you see in the animation are even more interesting. In this post...