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Risk Management

What You Are Actually Paying For When You Buy AI

You signed a contract for an AI tool. The bill arrives measured in something called tokens, or credits, or messages. Last month it cost one number. This month it costs twice that. Nobody on your leadership team can tell you why. You do not need to understand the engineering to fix this. You need to understand...

John O’Connell Published in Advisor Perspectives by VettaFi: The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk

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 Can Now Decode Your Keystrokes. Your Advisors Are Exposed.

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.

Webinar: AI-Enhanced Phishing Attacks: Why Traditional Training Isn’t Enough & What Actually Works

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 Published in Financial Planning Magazine: Don’t trust, verify: How to thwart AI-enhanced audio deepfakes

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 Published in Advisor Perspectives by VettaFi: The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience

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.

The Silent Threat on the Line: How Audio Deepfakes Endanger Wealth Management – and How to Build Real Resilience

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...