CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet. John discusses the possibility of Bain restructuring the firm and selling off underperforming business units, likely leading to more leadership changes based on the restructuring.
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
RIA client data comes in many forms – while some data may... read more
