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 MarketCounsel Summit, John... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
The Oasis Group recently released a new white paper on customer relationship... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
