Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

Subscribe Here

AI

General AI adoption, strategy, and use in wealth management

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...

John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo

John O'Connell recently wrote in WealthManagement.com about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the...

July 24, 2026By Article, News, , , Read more...

John O’Connell Featured in Kiplinger: How Businesses (and Advisers) Can Budget for AI Use When the Bill Keeps Changing

John O'Connell was recently featured in Kiplinger writing about how businesses and advisory firms should budget for AI. The problem isn't whether to spend, that decision is made, it's that firms treat AI like standard software when it's actually a variable cost that tracks consumption rather than headcount, so two advisers on the same...

July 24, 2026By Article, News, Read more...

John O’Connell Featured in Rethinking65:Expanding AI Usage? Start in the Back Office

John O'Connell wrote this piece for Rethinking65 on why advisors expanding their AI use should start in the back office, not with clients. According to J.D. Power's 2025 U.S. Financial Advisor Satisfaction Study, 35% of advisors identified AI as the top technology their firms should invest in, and satisfaction scores were measurably higher among...

July 9, 2026By Article, , Read more...