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 quoted in this article from RIABiz discussing how various... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
Wealth Solutions Report featured our newest white paper, sponsored by GReminders,... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O’Connell was featured in this article from InvestmentNews, where he discussed... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
