John O'Connell was recently published in ThinkAdvisor where he argued that the wealth transfer is a retention event most firms are already losing. Cerulli finds only 27% of investors expecting an inheritance plan to keep the family advisor, falling to 20% once it transfers, while Capgemini finds 81% switch within a year or two....
John O'Connell was recently featured in Wealth Solutions Report where he discussed a new legal risk from AI notetakers. The notetaker in your client meetings isn't a passive tool, it's a third party recording people who may never have agreed to be recorded. A federal judge in the Otter.ai privacy litigation let the core...
John O'Connell was recently published in Kiplinger on why most firms miscalculate AI ROI. His argument is that the vendor's token bill is just the tip of the iceberg, and the costs that actually decide whether AI pays off never appear on that invoice. There are three: review, because every output reaching a client...
John O'Connell was recently published in Advisor Perspectives on the AI-washing problem in WealthTech. Just as greenwashing described managers marketing ESG claims they couldn't back up, AI washing describes vendors relabeling rules-based automation as AI to justify premium pricing, and the market is now flooded with claims of wildly varying credibility. His single most...
John was recently published in Financial Advisor Magazine. His article focused on the data risks many firms may be exposing themselves to when they integrate Claude Teams into their infrastructure. Read the Full Article Here
