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John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
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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)
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John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
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Oasis Group Mentioned in Wealth Solutions Report: Three Studies Examine Technology, Time And Advisor Productivity
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John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It
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John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
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