John O’Connell Featured in Fiduciary Voices: Technology and AI Roundtable hosted by Financial Advisor Magazine
John O’Connell was featured in this article from Fiducary Voices detailing an Executive Roundtable hosted by Evan Simonoff, Editor-in-Chief of Financial Advisor Magazine, on September 5, 2025, in New York City. Facilitated by Impact Communications, the series of in-depth conversations with seven executives from leading financial technology services and consulting firms explored the evolving realities of the independent advisory and wealth management space. John discussed AI as a catalyst for advisor efficiency and growth, emphasizing that AI will continue to expand an advisor’s capacity by reducing administrative burdens but cautioning that maintaining a “human in the loop” is essential to ensure accuracy and ethical use.
