The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.
The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.
The trust industry has been largely absent from the AI governance conversation, treated as an afterthought in frameworks designed for RIAs and broker-dealers. That absence is dangerous.
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where he explores the history of AUM fees and why the next market correction puts the industry standard AUM model at risk. Understanding where the model came from is the first step toward understanding why it may fail you at exactly the moment you...
AI has introduced a new cybersecurity risk: AI systems can now analyze the sound of a keyboard and determine what a person is typing. Machine-learning models can infer the keystrokes with reported accuracy rates as high as 95 percent. Discover how best to combat this threat in this Peaks Perspective article.
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. In today's landscape, every unverified call is now an open channel for an audio deepfake and cybercrime.
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi, sharing how wealth management firms can protect against AI-enhanced audio deepfakes. He discusses hypothetical and real-world scenarios and provides a Deepfake-Resilience Checklist.
In our latest Peaks Perspective article, discover how audio deepfakes endanger wealth management firms, including what exactly is an audio deepfake, why wealth firms are prime targets, how to move from familiarity to verification, and more. Plus, access an in-depth deepfake-resilience checklist that serves as a practical framework to protect clients, staff, and the...
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
