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 CEO John O’Connell wrote this bylined article that was... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
Do you own your data? That may sound like a strange question.... read more
