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.”
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
