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John O’Connell Published in Advisor Perspectives by VettaFi: The Strategic Imperative of Appointing a Chief Growth Officer
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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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John O’Connell Quoted in RIABiz on the Scramble for Morningstar Office Users
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John O’Connell Published in Advisor Perspectives by VettaFi: Wealth Management Firms & the Rise of Prediction Markets
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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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The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
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John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
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John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
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