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 is quoted in this article from Financial Planning for his... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
In this Swift Cam video interview from the 2025 Advyzon Conference, John... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
