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.
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
