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.
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.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 8 categories, identifying and categorizing 106 leading technology firms.
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.
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.
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.
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.
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.
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.
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.
