In the season finale of On the Circuit, John O’Connell of Oasis Group joins Three Crowns CEO Johnny Sandquist to discuss the growing need for values-based investing, navigating the Great Wealth Transfer, the importance of cybersecurity education and the future of AI in fintech.

With over 30 years of experience, O’Connell has an inside look at where firms are succeeding and struggling with new technology and changing client expectations. One hurdle he doesn’t see going away anytime soon is the security risks associated with AI-generated “deep fake” scams – in which hackers and scammers gain access to sensitive financial data and assets through voice cloning technology. But O’Connell reminds us that there are certain protective measure firms can – and should – use to combat such risks.

Learn more from this industry expert in our latest episode, and we’ll see you next season!

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