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 authored this article in Advisor Perspectives by VettaFi where he... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
As more firms embrace AI tools, the key to success lies in... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell weighs in on the CFP's release of a "Generative AI... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management... read more
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors... read more
The Oasis Group was named a Finalist in the 2024 WealthManagement.com Industry... read more
