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 The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
Are you ready to unlock the power of data for your RIA?... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
RIA firm data can influence everything from operations to client service to... read more
