In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
John O'Connell is featured in this InvestmentNews article on how captive... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
