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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
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John O’Connell Published in Advisor Perspectives by VettaFi: The SEC Isn’t Coming. That’s the Problem.
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The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
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John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
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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 Featured in TechFinitive: CIO Playbook 2026: What technology leaders really think about enterprise AI adoption
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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
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John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
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John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
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