Practice Management Archives | Page 2 of 27

CRM strategy, fee structures, sales pipeline, segmentation, operations, growth

John O’Connell Quoted in Advisor Perspectives: AI Washing and the Advisor Shortage: Why Getting Technology Decisions Right Has Never Mattered More

John O'Connell, CEO of The Oasis Group, wrote this piece for Advisor Perspectives on why AI washing is now more than a marketing nuisance. It's become a real threat to the industry's ability to weather the coming advisor shortage. McKinsey's January 2026 analysis projected that nearly 40% of current financial advisors will retire within...

July 9, 2026By John O'ConnellArticleAI Washing, Practice ManagementRead more...

Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.

The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.

June 15, 2026By John O'ConnellPeaks PerspectiveAgentic AI, AI, Practice ManagementRead more...

John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

Independent advisors often have to build capabilities themselves through technology. John O'Connell was quoted in this article from The Daily Upside on how WealthTech innovation is increasingly becoming a pain point for financial advisors.

May 28, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

Peaks Research for Estate Planning Platforms

The fifth study of our Peaks Research series provides a comprehensive analysis of the rapidly evolving estate planning technology landscape within wealth management, providing an in-depth analysis on seven of the leading Estate Planning Platforms.

May 26, 2026By John O'ConnellPeaks ResearchPractice Management, WealthTechRead more...

John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM

John O'Connell was quoted in this article from Family Wealth Report, examining how many AI notetakers are turning into "agentic operating systems" and becoming the client relationship management of many businesses in the wealth management sector.

May 22, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

The Oasis Group Featured in Wealth Solutions Report: Oasis Group and AdvisorEngine Address How Advisors Can Overcome Growth Obstacles

This article from Wealth Solutions Report covers a new white paper from The Oasis Group and AdvisorEngine that explores automation trends that are forcing RIAs managing between $100 million and $1 billion AUM to restructure investment operations or risk strategic irrelevance.

May 20, 2026By John O'ConnellArticle, NewsPractice Management, WealthTechRead more...

New report spotlights 'operational paradox' for mid-sized RIAs InvestmentNews

The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs

This article from InvestmentNews highlights the latest white paper from The Oasis Group - Scale to Win: Examining the RIA Growth Model - which focuses on principals and leadership teams at mid-sized firms, which face the tightest tension between growth and operational capacity.

May 20, 2026By John O'ConnellArticle, NewsPractice Management, WealthTechRead more...

John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk

John O'Connell authored this article for Advisor Perspectives by Vetta Fi where he explores the history of AUM fees and why the next market correction puts the industry standard AUM model at risk. Understanding where the model came from is the first step toward understanding why it may fail you at exactly the moment you...

May 19, 2026By John O'ConnellArticle, NewsPractice ManagementRead more...

Scale to Win: Examining the RIA Growth Model

This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the RIA growth model and outlines the benefits of putting technology to work on those behind-the-curtain tasks that can be easily outsourced and automated. Discover a framework for making the decision honestly, including what delay actually costs.

May 18, 2026By John O'ConnellWhite PaperPractice Management, WealthTechRead more...

The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive

The wealth management industry is headed for a collision between unprecedented demand and a shrinking supply of advisors. This is not a looming crisis. It is the present reality, and artificial intelligence has emerged as the decisive technology that will separate industry winners from those that hemorrhage market share.

May 18, 2026By John O'ConnellPeaks PerspectiveAI, Practice ManagementRead more...

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