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John O’Connell Featured in Financial Planning Magazine: Explore the future of wealth management at ADVISE AI
This article from Financial Planning Magazine gives an inside scoop on some... read more
John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
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... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell Featured in Citywire: Why does cybersecurity remain a struggle for RIAs?
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O’Connell Published in Advisorpedia: FINRA Doesn’t Need the SEC’s Permission. Neither Does Your Next Examination.
John O'Connell authored this article for Advisorpedia, where he discusses the AI... read more