In this article from Financial Planning Magazine detailing the CFP’s release of a “Generative AI Ethics Guide”, John O’Connell weighs in, noting that while the guide provides sound direction on use cases where AI technologies can be used to save time for an advisor, “It should include guidance on educating the advisor on the risks of using AI technologies.”
John O’Connell was featured in this article from Barron’s Advisor where he... read more
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CEO John O'Connell was quoted in this article in Family Wealth Report... read more
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In this article from Financial Planning, John O'Connell weighs in on the... read more
