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.”
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
The Oasis Group was named the winner of the Thought Leadership and... read more
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
Are you ready to unlock the power of data for your RIA?... read more
In this article from The Fintech Times examining how AI can... read more
