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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Financial Planning Magazine recaps the insightful panel led by John O'Connell at...
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John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
John O'Connell weighs in on the CFP's release of a "Generative AI...
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John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can...
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John O’Connell Featured in The Daily Upside: Just a Third of Americans Are Confident Managing Their Finances
John O'Connell was quoted in this article from The Daily Upside on...
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John O’Connell Published in Advisor Perspectives by VettaFi: The Evolution of RIA Acquisition Models
The Oasis Group CEO John O’Connell wrote this bylined article that was...
Peaks Perspective
The Evolution of RIA Acquisition Models: A Strategic Analysis
The landscape of RIA acquisitions has transformed dramatically over the past decade....
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
The Oasis Group CEO John O’Connell wrote this bylined article that was...
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John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
In this article from The Fintech Times, John O'Connell discusses key trends...
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John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
John O’Connell was quoted in this article from InvestmentNews discussing what new...