John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
In this article from Wealth Solutions Report, John O’Connell weighs in on how wealthtech and AI have reduced operational costs to a point that allows advisors to generate attractive profits serving mass affluent clients. John expects AI agents to accelerate middle- and back-office services in the next three to five years: “This automation will dramatically lower servicing costs for mass affluent investors. This enables advisory firms to grow by effectively servicing more clients with the same staffing levels and enables them to service those clients more profitably.”
