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 O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation

John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.

John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning

John O'Connell was quoted in this Financial Planning article about why some financial advisors are pushing back against AI adoption in the wealth management industry, noting that being uncomfortable with change does not insulate businesses from the effects of change.

John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations

John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.

John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study

The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs ­– FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.

John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets

John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.