Practice Management Archives | Page 3 of 28

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

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...

John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.

John O'Connell authored this article for Wealth Solutions Report where he discusses the AI governance gap in family offices. Even though most family offices are not RIAs and most do not answer to FINRA, light regulation does not mean light accountability when it comes to the use of AI tools.

May 14, 2026By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier

John O'Connell was quoted in this Advisor Perspectives by VettaFi article on how AI is being paraded as the best timesaving solution — promising to streamline workflows and free up capacity for advisors to focus on higher-value work — but in reality, AI is intensifying work, not reducing it.

May 13, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

From AI Assistants to AI Employees: How Agentic Workforces Are Reshaping Wealth Management Operations

In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses how Agentic AI workforces are reshaping wealth management operations, sharing why The Oasis Group is adding a new category to our AI WealthTech Map and what it means for your firm.

May 1, 2026By John O'ConnellPeaks PerspectiveAI, Practice Management, WealthTechRead more...

John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems

In today’s tech-driven world, artificial intelligence has become a key enabler of business success. But the question remains — how can businesses effectively harness AI to address their unique challenges while staying true to ethical principles? To explore this topic further, Authority Magazine interviewed John O’Connell.

April 30, 2026By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It

John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.

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

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