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.”
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
RIA firm data can influence everything from operations to client service to... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
