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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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John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
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John O’Connell Published in Advisor Perspectives by VettaFi: Using AI to Create a Monte Carlo Retirement Simulation
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John O’Connell Quoted in InvestmentNews: Robinhood going after advisory business ‘aggressively’
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell Featured in InvestmentNews: What the Robinhood TradePMR Deal Means for RIAs
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Financial Advisors can learn from T-Mobile’s data breach
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell Featured in The Daily Upside: What Fidelity’s Data Breach Means for Advisors
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John O’Connell Published in Advisor Perspectives by VettaFi: Secure Your Digital Life by Using Multiple Email Accounts
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell Featured in Financial Planning Magazine: How Robinhood’s TradePMR acquisition changes the industry
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