Financial Planning

RIABiz RightCaptital makes a run at eMoney and MoneyGuidePro with a new tool to bypass the pain of back-office data entry.

John O’Connell Quoted in RIABiz Articles on Financial Planning Software

John O’Connell offers a critical perspective on two major launches in the financial planning tech space in RIABiz: RightCapital introducing a data automation tool intended to challenge incumbents eMoney and MoneyGuidePro by streamlining back-office data entry for advisors, and Advyzon debuting its new financial planning module in a saturated, fiercely competitive environment.

October 15, 2025By Article, News, , , , Read more...
Webinar with Libretto

Webinar with Libretto: From Risk Tolerance to Real Life: Rethinking Financial Planning for Every Generation, with Jeff Coyle & John O’Connell

In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.

July 29, 2025By Webinar, , , , , Read more...