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 was featured in Financial Planning Magazine in an article about... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi where he... read more
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell, CEO of The Oasis Group, wrote this piece for read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
