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John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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The Oasis Group Named a Finalist in Three Categories in the ThinkAdvisor 2025 Luminaries Awards
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
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The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
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John O’Connell Published in Wealth Solutions Report: Google Finance Brings Sophisticated Research Tools Without The Enterprise Price Tag
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John O’Connell Published in Advisor Perspectives by VettaFi: A Guide for Using TikTok and Temu
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The Oasis Group Named a Finalist in the Technology Disruptors Category of the 2024 WealthManagement.com Industry Awards
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