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.”
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell was featured in this article from The Daily Upside where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
TradePMR has issued a warning in a new white paper to Registered... read more
The financial advisor event anticipates a record number of attendees with a... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
