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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
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The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2024
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John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
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John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
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RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
The RIA technology landscape is evolving rapidly - it seems like there... read more