John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O’Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City. The first article to come out of the discussion covered how financial advisors should be cautious and tread carefully before adopting advisor AI applications: “You’ve got to use the right tool for the right job… and advisors are not asking the right questions around that.” John also recommends some AI note-taking tools built for the wealth management industry that advisors can wade in with.
