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 Daily Upside, John O’Connell highlights the inefficiencies... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
The Oasis Group CEO John O’Connell was quoted in this article in... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
