John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy

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.

John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself

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 Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation

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 Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI

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.

John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference

In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O'Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI and highlights the CTO Think Tank he led at the conference.

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.