CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet. John discusses the possibility of Bain restructuring the firm and selling off underperforming business units, likely leading to more leadership changes based on the restructuring.
In this article from The Fintech Times examining how AI can... read more
The Oasis Group was named a finalist for the 'Family Office Management... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from The Daily Upside on... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
Are you ready to unlock the power of data for your RIA?... read more
