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.
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.
John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
Monte Carlo simulations have become an invaluable tool for financial advisors and individuals in the complex world of retirement planning. Recently, we had the opportunity to leverage Claude, a powerful AI assistant, to create a sophisticated retirement simulation for a hypothetical couple.
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior Product Manager of Morningstar Wealth, where they discuss considerations for wealth management firms regarding their data, highlighting how firms can go from aspiration to execution.
John O'Connell was featured in Financial Planning Magazine in an article highlighting experts' hopes and fears when it comes to the use of AI in the wealth management industry.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
John O’Connell was featured in this article from Barron’s Advisor where he shares insights on how career changers can be attractive candidates for wealth management firms.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
