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...
Stop Using Claude as a Search Engine. Here Is What It Can Actually Do for Your Firm.
The trust industry has been largely absent from the AI governance conversation,...
Agentic AI Is Not a Chatbot. Here Is What It Actually Means for Your Firm.
The trust industry has been largely absent from the AI governance conversation,...
Your Regulator Isn’t the SEC. Your Risk Is Bigger Than You Think.
The trust industry has been largely absent from the AI governance conversation,...
John O’Connell Quoted in The Daily Upside: Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration
Independent advisors often have to build capabilities themselves through technology. John O'Connell...
John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O'Connell was quoted in this article from Family Wealth Report, examining...
The Talent Crisis vs. The Millionaire Boom: How AI Will Decide Which Wealth Firms Survive
The wealth management industry is headed for a collision between unprecedented demand...
John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
John O'Connell authored this article for Wealth Solutions Report where he discusses...
John O’Connell Quoted in Advisor Perspectives by VettaFi: The Productivity Paradox: Why AI Is Making Advisors Busier
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on...