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John O’Connell Published in Wealth Management: Prediction Markets Come to Google Finance: What Wealth Managers Need to Know
John O'Connell authored this article for Wealth Management Magazine, discussing how Google... read more
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how... read more
John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
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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 Featured in Financial Planning Magazine: AI for Wealth Client Growth? Slowly But Surely
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John O’Connell Featured in Advisorpedia: Key Insights From the 2026 T3 Conference
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John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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John O’Connell Featured in The Daily Upside: Advisors Feel Underskilled, Overwhelmed With Private Assets
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New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that their firm and their clients are safe from this growing threat?