CEO John O’Connell was quoted in this article in Family Wealth Report discussing Envestnet’s future after being purchased by Bain Capital, how they will review Envestnet’s various software products, and more: “They will make strategic decisions to sell the highest performing assets to capture their appreciation. They will also sell or close their lowest performing products to reduce expenses.”
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
