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Practice Management

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

AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com

AI Governance by Design: A CTO’s Guide to Building the Future Stack – Webinar with WealthManagement.com

In this webinar with WealthManagement.com, we unpacked key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion revealed how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.

December 11, 2025By Webinar, , Read more...
Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor's Guide

Webinar with AdvisorEngine: AI Prospecting Tools 101: The Advisor’s Guide

John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar: ‘AI Prospecting Tools 101: The Advisor’s Guide’. The webinar provided an overview of The Oasis Group's Peaks Research for AI Prospecting Tools and highlight key findings, offering advisors valuable insights into how AI prospecting tools perform in real settings.

November 20, 2025By Webinar, , Read more...
Financial Planning Magazine: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO

John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group's white paper on 'Agentic AI in Wealth Management'.

November 17, 2025By Article, News, , Read more...
Financial Advisor John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today

John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today

John O'Connell authored this article for Financial Advisor, where he discusses Business Process Management, a systematic approach to making an organization's workflows more effective, efficient, and adaptable. In an industry where organic growth has become the primary differentiator, operational excellence directly impacts competitive advantage.

November 12, 2025By Article, News, Read more...
The Daily Upside These Are the Best AI Prospecting Tools for Advisors

John O’Connell Featured in The Daily Upside: These Are the Best AI Prospecting Tools for Advisors

In this article from The Daily Upside, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, analyzing 5 leading AI-powered prospecting platforms. John discusses how AI prospecting tools have sprung up alongside AI notetakers, meeting summarizers, and material generators as popular AI tools in the industry.

November 6, 2025By Article, News, , Read more...
ThinkAdvisor Avoid This Mistake When Deploying AI Agents

John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents

The latest white paper from The Oasis Group, 'Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption', was featured in this article from ThinkAdvisor. John O'Connell is quoted, discussing how AI agents amplify whatever process they are given, whether good or bad.

November 4, 2025By Article, News, , Read more...