John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing

John O'Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What's Changing

John O’Connell Interviewed on The Investipal Podcast: The Future of Wealth Management Tech: Winners, Losers, and What’s Changing

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

Share this post