John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024

John O’ Connell was interviewed for an 'On the Circuit' segment at the RIA Edge West 2024 Conference, discussing the CTO Think Tank he led at the conference and what technology problems need to be solved to get wealth management firms to the next level of growth.

John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails

John O'Connell was quoted in Financial Planning discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly.