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 authored this article in Wealth Solutions Report where he dissects... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
