John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
Flourish Studios created an animated bar chart titled the Biggest Fast Food... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
Summary: John O'Connell was featured in this article from Financial Planning Magazine... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
