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John O’Connell Named to Top Financial Professionals 2023 Hot List by InvestmentNews
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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 Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Quoted in RIABiz Articles on Financial Planning Software
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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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 2025 Wealth Management EDGE Conference
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