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 interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more
In this article, John explores the different ways that Anthropic has changed... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
In this Swift Cam video interview from the 2024 MarketCounsel Summit, John... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
John O'Connell authored this article for Retirement Daily on TheStreet, where he... read more
