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.”
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
