John O’Connell Featured in Family Wealth Report: AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative

In this article published in Family Wealth Report, John O’Connell provides insights on AI in wealth management in 2026: “While it’s concerning that the SEC hasn’t provided much regulatory guidance to date, firms should continue putting together their AI infrastructure along with an AI use policy. The key is to get a policy in place now.”

Given AI’s promised productivity gains and cost savings, no one expects interest in the technology to wane. This year’s T3 Technology Conference, the annual industry fintech showcase, is a prime example. The conference, which will be held in New Orleans from March 9 to 12, will open with a full day of artificial intelligence tutorials billed as “AI University”.

One of the tutorials will be led by John O’Connell, where he’ll show advisors how they can use AI to create a financial plan, followed by an AI proposal: “We want to show how AI can be leveraged today and applied to day-to-day operations.”