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AI

General AI adoption, strategy, and use in wealth management

John O’Connell Featured in Wealth Solutions Report: Your AI Notetaker Just Became A Liability

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...

September 4, 2026By Uncategorized, Read more...

Designing Loops with Claude Fable 5

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...

September 1, 2026By Article, Peaks Perspective, , Read more...

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

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.

September 1, 2026By Peaks Perspective, , Read more...

John O’Connell Featured in Kiplinger: Will AI Pay Dividends for Your Firm? To Find Out, Budget for the Whole Iceberg, Not Just the Tip

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...

August 25, 2026By Uncategorized, , Read more...

John O’Connell Featured in Advisor Perspectives: AI Washing in WealthTech: How to Tell the Real from the Relabeled

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...

August 25, 2026By Uncategorized, , Read more...

John O’Connell Mentioned in Wealth Advisor:AI’s Biggest Fiduciary Risk May Arrive After Advisors Learn To Trust It

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...

August 21, 2026By Article, Read more...

John O’Connell Featured in Professional Wealth Management:When advisers stop thinking for themselves

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...

August 20, 2026By Article, Read more...

John O’Connell Quoted in The Adviser Times: Wealth management has got junior advisors’ first 90 days covered. What happens on day 91?

John O'Connell was recently featured in The Adviser Times for an article on what AI does to junior advisor training. His core concern is that the "grunt work" new advisors used to cut their teeth on, researching client questions, drafting emails, prepping meeting notes, was never busywork. It was the reps. Building out a...

August 8, 2026By ArticleRead more...

John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

John O'Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn't solved firms' data problems. According to John, integration moves data between systems, but it doesn't create intelligence across them. Tools like Zapier sync fields, not behavioral context. Take CRMs and email platforms. They were never designed to work...

August 3, 2026By Article, , Read more...