John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing
John O'Connell
08-07-25
John O’ Connell was interviewed on The Investipal Podcast, discussing:
- Why “note-takers” are evolving into full AI-powered assistants
- The difference between RIA and bank trust innovation cycles
- How custodians are becoming full-stack competitors
- What to watch for in AI regulation, risk, and hallucinations
- The winners and losers of the next wave of advisor tech