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.
Do you own your data? That may sound like a strange question.... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
