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  • John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
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  • Mergers and Acquisitions

Mergers and Acquisitions

John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’

John O'Connell2025-02-27T19:39:34+00:00

John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition of TradePMR and their plans to pursue the advisor business.

February 13, 2025By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, Wealth Management, WealthTechRead more...

John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models

John O'Connell2025-01-24T21:38:02+00:00

The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, analyzing the landscape of RIA acquisition models in the industry.

January 22, 2025By John O'ConnellArticle, NewsMergers and Acquisitions, Practice Management, Wealth ManagementRead more...

The Evolution of RIA Acquisition Models: A Strategic Analysis

John O'Connell2025-04-24T20:31:18+00:00

The landscape of RIA acquisitions has transformed dramatically over the past decade. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.

January 14, 2025By John O'ConnellPeaks PerspectiveMergers and Acquisitions, Practice Management, Wealth ManagementRead more...

John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry

John O'Connell2024-11-20T20:50:58+00:00

In this article from Financial Planning Magazine, John O'Connell weighs in on Robinhood's acquisition of TradePMR, noting that the move should benefit both parties and have a significant impact on the industry.

November 20, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, Wealth Management, WealthTechRead more...

John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs

John O'Connell2024-11-25T22:54:24+00:00

In this article from InvestmentNews, John O'Connell shares his thoughts on the Robinhood acquisition of TradePMR. This acquisition gives TradePMR a large infusion of cash for TradePMR to continue to enhance their custodian platform.

November 20, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, Wealth Management, WealthTechRead more...

John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital

John O'Connell2024-10-07T19:41:39+00:00

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.

October 7, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, WealthTechRead more...

John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence

John O'Connell2025-01-21T21:41:24+00:00

John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence and how AI played into Canoe Intelligence tripling in value in one year and raising $36 million.

July 19, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, Wealth Management, WealthTechRead more...

John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase

John O'Connell2024-07-15T19:05:40+00:00

The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.

July 12, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, WealthTechRead more...

John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital

John O'Connell2024-07-15T16:38:22+00:00

The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital.

July 10, 2024By John O'ConnellArticle, NewsMergers and Acquisitions, Technology, WealthTechRead more...

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