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.”
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
John O'Connell was recently featured in Professional Wealth Management with an... read more
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
In this article, John explores the different ways that Anthropic has changed... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
