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John O’Connell Published in Advisor Perspectives by VettaFi: Every Wealth Manager Needs to Know About MOVEit
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Advisors and New Technology: Advisor360° Newsletter featuring John O’Connell
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John O’Connell Published in Advisor Perspectives by VettaFi: Where Does AI Fit in Your Firm’s Future?
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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
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
John O’Connell Published in WealthManagement.com: Prediction Markets Find Their Regulatory Footing, But the Boundaries Remain Clear
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John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
John O’Connell Featured in Financial Planning Magazine: Advisors are Using AI but Skipping Compliance Guardrails
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Margaritas with Marguerita Cheng
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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
The Oasis Group was named a finalist for the 'Family Office Management... read more