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.
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
RIA firm data can influence everything from operations to client service to... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Developed by industry veteran John O’Connell, the courses are built to provide... 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 InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
