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John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data
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John O’Connell Published in Advisor Perspectives by VettaFi: Don’t Use Your Company Email for Personal Purposes
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John O’Connell Interviewed on the Swift Cam at the Schwab Impact 2024 Conference
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John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
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John O’Connell Featured in Financial Planning Magazine: Most advisors see AI in investing as a risk
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John O’Connell Featured in Wealth Solutions Report: 2026: The Year Of Serious AI Adoption
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John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors
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John O’Connell Featured in The Fintech Times: WealthTech and Wealth Management in 2025 – Key Trends Shaping the Future of Finance
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The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
John O'Connell was featured in this article from Barron's Advisor covering how... read more