John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW clients face a sophisticated and ever-changing array of scams due to the increased sophistication of bad actors.
John O'Connell was quoted in this article from Citywire discussing the challenges facing RIAs in terms of cybersecurity, noting that "The preparedness of the RIA space for cybersecurity is woefully inadequate." He also highlights the issues he sees in several core areas.
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features.
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude for Financial Services is redefining the wealth management landscape as a purpose-built AI collaborator, empowering advisors and firms to streamline research, enhance compliance, and deliver superior client outcomes.
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Discover insights in this step-by-step guide to building a successful prompting workflow.
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the unique opportunity for large wealth management firms to enhance their services and strengthen client relationships with AI chatbots.
John O'Connell discusses how wealth managers can use prompt engineering to get more from AI in this bylined article in Advisorpedia, outlining what prompt engineering is, why it matters in wealth management, the main prompt types, and how to use them to get better results.
