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.”
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
TradePMR has issued a warning in a new white paper to Registered... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more
The financial advisor event anticipates a record number of attendees with a... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
