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 Kiplinger where he discusses how Google... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
You signed a contract for an AI tool. The bill arrives measured... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
John O'Connell was featured in this blog post from RightCapital discussing how... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
