AI Archives | Page 13 of 19

General AI adoption, strategy, and use in wealth management

Advisorpedia article featuring John O'Connell

John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI

John O'Connell discusses how wealth managers can use prompt engineering to get more from AI in this bylined article in Advisorpedia, outlining what prompt engineering is, why it matters in wealth management, the main prompt types, and how to use them to get better results.

June 19, 2025By John O'ConnellArticle, NewsAIRead more...

John O'Connell being interviewed wealthmanagement edge conference

John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference

In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O'Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI and highlights the CTO Think Tank he led at the conference.

June 11, 2025By John O'ConnellNews, VideoAI, Conferences, Cybersecurity, WealthTechRead more...

John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent

In this article from Wealth Solutions Report, John O'Connell weighs in on how wealthtech and AI have reduced operational costs to a point that allows advisors to generate attractive profits serving mass affluent clients.

June 9, 2025By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O'Connell speaking at Wealth Management Edge conference

John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference

John O'Connell will be leading a panel on AI and data, as well as a CTO Think Tank, at the 2025 Wealth Management EDGE conference in Boca Raton, Florida, June 10-12, 2025.

June 1, 2025By John O'ConnellSpeakingAI, Data Management, Practice Management, WealthTechRead more...

John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet

John O'Connell was quoted in this article from WealthManagement.com that discusses the AI notetaking competition in the wealth management industry and highlights The Oasis Group's Peaks Research for AI Note Takers.

May 23, 2025By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation

John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.

May 23, 2025By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

AI Chatbots: Transforming Wealth Management Through Innovation

The wealth management industry is early in the beginning of its technological transformation driven by artificial intelligence (AI). AI notetakers were the technology advancement of 2024 and AI chatbots are the advancement of 2025. Find out more in this latest Peaks Perspective.

May 20, 2025By John O'ConnellPeaks PerspectiveAI, Practice ManagementRead more...

John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning

John O'Connell was quoted in this Financial Planning article about why some financial advisors are pushing back against AI adoption in the wealth management industry, noting that being uncomfortable with change does not insulate businesses from the effects of change.

May 16, 2025By John O'ConnellArticle, NewsAI, Practice ManagementRead more...

John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform

John O'Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots, sharing how this bold move will affect Carson's advisors and the industry as a whole.

May 15, 2025By John O'ConnellArticle, NewsAI, Practice Management, WealthTechRead more...

John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations

John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.

May 15, 2025By John O'ConnellArticle, NewsAI, ComplianceRead more...

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