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 is interviewed on the Swift Cam at the 2025 Schwab... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
As more firms embrace AI tools, the key to success lies in... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
