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.”
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
Discover how prediction markets are becoming a durable feature of the financial... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
This article from Financial Planning Magazine gives an inside scoop on some... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell authored this article for Financial Advisor, where he discusses Business... read more
