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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...
Most loop failures are not loop-design failures. They are model-capability failures wearing a design problem's clothes. Your termination logic was sound, your goal was testable, your spine tracked state correctly, and the loop still drifted, because the model running inside it could not sustain coherent reasoning across the number of cycles the task required. Claude...
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 8 categories, identifying and categorizing 106 leading technology firms.
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 O'Connell was recently featured in The Wealth Advisor on a fiduciary risk that emerges as AI gets better, not worse. Firms have spent two years worrying about whether AI gives advisors bad answers, but his concern is what happens once the tool is reliable enough that advisors gradually stop checking its work. John...
John O'Connell was recently featured in Professional Wealth Management with an article on a risk most firms aren't pricing into their AI rollout. Firms have spent two years worrying about whether AI tools are accurate, but the bigger question is what happens to advisor judgment once the tool is reliable enough to trust most...
The $5 block trade allocation fee looks manageable in isolation. Run the math across your full account base and it looks very different. Whether your firm runs a simple ETF model or a high-intensity tax-loss harvesting strategy, the economic impact of Schwab’s Block Desk fee depends on three variables working simultaneously: the number of client...
