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.”
In this article from InvestmentNews, John O'Connell shares his thoughts on the... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
In the 2025 WealthManagement.com Industry Awards, often referred to as the Wealthies,... read more
TradePMR has issued a warning in a new white paper to Registered... read more
In this article by Marie Swift published in Wealth Solutions Report, she... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
