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John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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John O’Connell Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
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A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
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John O’Connell Published in Wealth Management Magazine: Will AI Replace Financial Advisors? Not Quite – But It Will Replace Their Tasks
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John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
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John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
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John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
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John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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