John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose the advisor shortage. 37% of advisors are planning to retire within a decade and demand is outpacing the talent pipeline, yet most firms treat it as an HR problem when it's an operational design problem. John's prescription is to stop competing for experienced...
John O'Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn't solved firms' data problems. He said connecting systems isn't the same as making them work together. As John put it, integration moves data between systems but doesn't create intelligence across them. CRMs and email platforms were never designed...
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.
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.
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.
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.
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...
