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Practice Management

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

Jump Agentic AI in Wealth Management

Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption

This white paper from The Oasis Group, sponsored by Jump, examines agentic AI in the wealth management industry and outlines how to prioritize process discipline before deploying AI agents. Discover how to harness the transformative potential of agentic AI while safeguarding fiduciary duty and brand reputation.

November 3, 2025By White Paper, , Read more...
AI can whip up a financial plan in seconds. But can advisors trust it? Financial Planning

John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?

Summary: John O'Connell was featured in this article from Financial Planning Magazine highlighting his keynote session from the 2025 ADVISE AI Conference in Las Vegas, in which he showcased popular AI tools in front of the live audience - including demonstrating how AI tools like Perplexity can instantly generate detailed financial plans and reports.

October 29, 2025By Article, News, Speaking, Read more...
Oasis Group and Advisor Engine Release Research on AI Prospecting Tools

John O’Connell Featured in Wealth Solutions Report: Oasis Group And AdvisorEngine Release Research On AI Prospecting Tools

In this article from Wealth Solutions Report, John O'Connell provides exclusive insights into The Oasis Group's latest Peaks Research Report, sponsored by AdvisorEngine, analyzing five leading AI-powered prospecting platforms—Aidentified, Catchlight, Finny.ai, TIFIN AG, and WealthFeed.

October 22, 2025By Article, News, , Read more...
Dollar sign key board

John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now

Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi, where he defines BPM, digs into BPMN, highlights integration benefits, provides a foundation for digital process automation, shares how to prepare for the AI-enabled future, discusses how to effectively adopt BPM, and more.

October 21, 2025By Article, News, Read more...
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...
Financial Planning Magazine Most advisors see AI in investing as a risk

John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk

John O'Connell is quoted in this article from Financial Planning for his perspective on integrating AI into financial planning. He believes that every advisor should be actively exploring ways to streamline their processes with AI, emphasizing the potential to reduce manual effort and speed up the creation of personalized financial plans.

October 14, 2025By Article, News, Read more...