John O’Connell authored this article in ThinkAdvisor, where he delivers a critical message for the wealth management community: the recent Salesforce data breach, affecting up to one billion records, exposes the growing fragility of data security across the financial services ecosystem.
John O'Connell played a prominent role as the moderator of a wealthtech panel at the RIA Edge LA conference, covered in this WealthManagement.com article. He emphasized that "2026 is going to be the year of AI agents" and outlined critical readiness steps for firms considering AI agent adoption.
John O'Connell authored this article in Wealth Solutions Report, discussing how AI agents have transformative potential in wealth management by automating routine tasks and improving client interactions - but their effectiveness hinges on clear, structured workflows defined through Business Process Model and Notation (BPMN).
This article from Financial Planning Magazine gives an inside scoop on some of the keynote sessions at Financial Planning's ADVISE AI Conference, including John O'Connell’s “AI in Action” session, where he’ll dive into portfolio design, client proposals, and best practices for preparing your firm for AI agents.
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how artificial intelligence is transforming wealth management, offering advisors new ways to serve clients, streamline operations, and stay competitive.
John O'Connell was quoted in this article from RIABiz discussing how various wealth platforms are performing in their scramble to win the business of Morningstar Office users, in light of Morningstar's announcement that it will sunset Office in 2026 and steer clients toward Black Diamond.
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue, produced by WealthManagement.com, where he covers the current state of AI in the wealth management industry, what AI can and can't replace, and how AI can increase efficiency to meet demand.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
