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John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
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The Impact of Artificial Intelligence on Wealth Management and the Daily Life of Financial Advisors
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
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John O’Connell Featured in Financial Planning Magazine on Top AI Tools
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John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
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John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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