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 is quoted in this article from Financial Planning for his... read more
John O'Connell was quoted in this article from Family Wealth Report, examining... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
