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John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
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John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
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John O’Connell Published in Wealth Solutions Report: No Examiner Is Coming. That Doesn’t Make Family Offices Safe.
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John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
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John O’Connell Published in Kiplinger: Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
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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 Quoted in Financial Planning Magazine: If AI is a bubble, how can advisors prepare?
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John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the 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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Oasis Group Mentioned in Wealth Solutions Report: Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More
The Oasis Group was mentioned in this "Letters from Larry" article... read more