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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
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John O’Connell Published in Advisor Perspectives by VettaFi: Prepare for the Changing Landscape in Cybersecurity
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John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
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