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 interviewed for an 'On the Circuit' segment at... read more
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John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
The financial advisor event anticipates a record number of attendees with a... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
