CEO John O’Connell was quoted in this article in Family Wealth Report discussing Envestnet’s future after being purchased by Bain Capital, how they will review Envestnet’s various software products, and more: “They will make strategic decisions to sell the highest performing assets to capture their appreciation. They will also sell or close their lowest performing products to reduce expenses.”
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
RIA firm data can influence everything from operations to client service to... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
