CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital: “This transaction turns the page on several tumultuous years for Envestnet. Bain would not invest in Envestnet if they did not feel that their investment will have excellent returns.”
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
Multiple publications in the wealth management industry covered the launch of The... read more
