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John O'Connell authored this article for Advisor Perspectives by Vetta Fi where he explores the history of AUM fees and why the next market correction puts the industry standard AUM model at risk. Understanding where the model came from is the first step toward understanding why it may fail you at exactly the moment you...
This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the RIA growth model and outlines the benefits of putting technology to work on those behind-the-curtain tasks that can be easily outsourced and automated. Discover a framework for making the decision honestly, including what delay actually costs.
The wealth management industry is headed for a collision between unprecedented demand and a shrinking supply of advisors. This is not a looming crisis. It is the present reality, and artificial intelligence has emerged as the decisive technology that will separate industry winners from those that hemorrhage market share.
John O'Connell authored this article for Wealth Solutions Report where he discusses the AI governance gap in family offices. Even though most family offices are not RIAs and most do not answer to FINRA, light regulation does not mean light accountability when it comes to the use of AI tools.
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on how AI is being paraded as the best timesaving solution — promising to streamline workflows and free up capacity for advisors to focus on higher-value work — but in reality, AI is intensifying work, not reducing it.
John O'Connell authored this article for Wealth Management Magazine where he discusses the lack of AI governance from the SEC and provides a list of 5 things that RIA firms should build before June 2026.
John O'Connell authored this article in Advisor Perspectives by VettaFi discussing the AI governance gap in the wealth management industry. Right now, a lot of RIA principals have looked at the current SEC and decided they have breathing room on AI. He understands the reasoning. But disagrees with the conclusion.
AI has introduced a new cybersecurity risk: AI systems can now analyze the sound of a keyboard and determine what a person is typing. Machine-learning models can infer the keystrokes with reported accuracy rates as high as 95 percent. Discover how best to combat this threat in this Peaks Perspective article.
