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Putting a Price Tag on Ransomware Attacks
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John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
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John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
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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 Barron’s on Financial Advisor Billing & Fees
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John O’Connell Spoke at Financial Planning ADVISE AI 2025 Conference: AI can whip up a financial plan in seconds. But can advisors trust it?
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John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
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John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
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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... read more