Peaks Perspective
Stop Using Claude as a Search Engine. Here Is What It Can Actually Do for Your Firm.
The trust industry has been largely absent from the AI governance conversation,...
Peaks Perspective
Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.
The trust industry has been largely absent from the AI governance conversation,...
Peaks Perspective
Your Regulator Isn’t the SEC. Your Risk Is Bigger Than You Think.
The trust industry has been largely absent from the AI governance conversation,...
Article, News
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell...
Article, News
John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining...
Peaks Perspective
The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive
The wealth management industry is headed for a collision between unprecedented demand...
Article, News
John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
John O'Connell authored this article for Wealth Solutions Report where he discusses...
Article, News
John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on...
Peaks Perspective
AI Can Now Decode Your Keystrokes. Your Advisors Are Exposed.
AI has introduced a new cybersecurity risk: AI systems can now...