Article
AI Just Exposed This Firm’s HR Secrets — Here’s How to Avoid It
John O’Connell was recently a guest on the Modern Financial Advisor...
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John O’Connell Featured in Wealth Solutions Report: Your AI Notetaker Just Became A Liability
John O'Connell was recently featured in Wealth Solutions Report where he...
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John O’Connell Featured in Financial Advisor Magazine:Protecting Client And Firm Data With Claude Teams
John was recently published in Financial Advisor Magazine. His article focused on...
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John O’Connell Published in Wealth Management: No New Rules Doesn’t Mean No Examination
John O'Connell authored this article for Wealth Management Magazine where he discusses...
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John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the...
Peaks Perspective
The Oasis Group’s AI Readiness Index: First Maturity Benchmark for Wealth Management Industry
The Oasis AI Readiness Index™ is the industry’s first maturity benchmark...
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
John O'Connell authored this article in Advisor Perspectives by VettaFi where he...
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John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how...
Peaks Perspective
The CTO’s Impossible Choice: Govern Shadow AI or Watch Your Firm’s Data Walk Out the Door
While your compliance team debates whether to allow the latest LLMs, most...