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.”
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
TradePMR has issued a warning in a new white paper to Registered... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
