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John O’Connell Quoted in Barron’s: Why Some Wealth Management Firms Actively Seek Career Changers
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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
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John O’Connell Featured in Financial Planning Magazine: Wealth in the age of AI: What experts hope for — and what they fear
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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John O’Connell Featured in InvestmentNews: What new RIA’s should be prioritizing in 2025
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John O’Connell Published in Advisor Perspectives by VettaFi: CTOs Must Govern Shadow AI or Face Security Risk
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