John O’Connell Featured in InvestmentNews: Dynasty RIA Intellectus Partners spins out agentic AI platform, appoints CEO
John O’Connell was quoted in this InvestmentNews article about RIA Intellectus Partners launching Intellebox.ai as an independent company and AI-driven operating system for advisory firms. The article notes that the launch comes amid growing interest in agentic AI within wealth management and highlights The Oasis Group’s recent white paper on ‘Agentic AI in Wealth Management’, which urges wealth management leaders to prioritize strong, well-documented standard operating procedures before deploying AI agents. Without robust processes, AI systems may “hallucinate” missing steps, potentially leading to unsuitable recommendations or compliance lapses.
