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.
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
In this article from The Fintech Times examining how AI can... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
The Oasis Group recently released a new white paper on customer relationship... read more
