Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where...
Webinar
Webinar with Practifi: AI in Wealth Management: Balancing Innovation, Efficiency, and Risk
John O'Connell participated in a webinar with Practifi discussing AI in Wealth...
Article, News
John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
John O'Connell discusses how wealth managers can use prompt engineering to get...
News, Video
John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2025 Wealth Management EDGE...
Article, News
John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O'Connell weighs in on...
Speaking
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as...
Article, News
John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
John O'Connell was quoted in this article from WealthManagement.com that discusses the...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where...
Peaks Perspective
AI Chatbots: Transforming Wealth Management Through Innovation
The wealth management industry is early in the beginning of its technological...