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 recent article for Wealth Solutions Report where he... read more
For the 3rd year, The Oasis Group was named the winner of... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
