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John O’Connell Featured in ETF Database by VettaFi: Exchange Conference Brings in AI Experts
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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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 Featured in Citywire: Where is the AI notetaker boom headed?
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John O’Connell Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
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News Release: The Oasis Group Releases AI Readiness Index™, First Maturity Benchmark for Wealth Management Industry
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John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that... read more
John O’Connell Featured in Barron’s: Smaller Independent RIAs Face a Tough Choice: Scale Up, Sell Out, or Slow Down
In this article from Barron's Advisor, John O'Connell discusses the biggest hurdles... read more