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.
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
TradePMR has issued a warning in a new white paper to Registered... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
John O’Connell was featured in this RIABiz article discussing Schwab's new $5-per-RIA-client... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
