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John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
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John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
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John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
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TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a... read more
John O’Connell Interviewed on the Schwab Network at the 2025 Schwab IMPACT Conference: ‘Rise of the Activist Investor:’ Role of Retail Investors & AI in Growing Interest
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TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
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John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in... read more