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 published in Advisorpedia discussing how wealth management firms now... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the... read more
John O'Connell authored this article for Wealth Solutions Report where he discusses... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
