John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference earlier this year, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation – particularly in AI copilots, assistants, and document management tools. He highlights that firms should first create an acceptable AI use policy, noting that a significant percentage of employees may already be using AI, and recommends that policies address both compliance and business considerations.