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John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
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John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
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John O’Connell Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
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The Oasis Group Releases Research Report Analyzing Wealth Platforms
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John O’Connell Published in Wealth Solutions Report: Robinhood’s Wealth Management Push Is Redefining Access
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John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
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8 Reasons to Focus on Wealthy Clients’ Debt – John O’Connell featured in ThinkAdvisor
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John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
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