Article
John O’Connell Mentioned in Wealth Advisor:AI’s Biggest Fiduciary Risk May Arrive After Advisors Learn To Trust It
John O'Connell was recently featured in The Wealth Advisor on a...
Article
John O’Connell Featured in Professional Wealth Management:When advisers stop thinking for themselves
John O'Connell was recently featured in Professional Wealth Management with an...
Article
John O’Connell Quoted in The Adviser Times: Wealth management has got junior advisors’ first 90 days covered. What happens on day 91?
John O'Connell was recently featured in The Adviser Times for an...
Article, Peaks Perspective
Why Your Cheapest AI Pilot Becomes Your Most Expensive Deployment
Your AI pilot will look cheap. That is the trap. The per-task...
Article
John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration
John O'Connell was recently quoted in Wealth Solutions Report on why...
Article, News
John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo
John O'Connell recently wrote in WealthManagement.com about why firms keep making...
Article, News
John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing
John O'Connell was recently featured in Kiplinger writing about how businesses...
Article, Peaks Perspective
What You Are Actually Paying For When You Buy AI
You signed a contract for an AI tool. The bill arrives measured...
Article
John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office
John O'Connell wrote this piece for Rethinking65 on why advisors expanding...