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John O’Connell Featured in Financial Planning Magazine: CFP Board addresses AI risk with new ethics guide
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John O’Connell Published in Advisor Perspectives by VettaFi: Key Considerations for Selecting Technology
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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 Featured in Action! Magazine: AI note takers 101: The advisor’s guide
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John O’Connell Featured in WealthManagement.com on WealthTech Panel at RIA Edge LA: AI Agents Are Next Wave of Use for RIAs
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The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
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John O’Connell Published in Advisorpedia: Making the Transition: How Wealth Management Firms Should Evaluate Google Finance in Their Research Stack
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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John O’Connell Published in Retirement Daily on TheStreet: Digital Pump and Dump: How Scammers Target Retirees on Social Media
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John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault
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