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John O’Connell Published in Advisorpedia: Smarter Prompts, Better Advice: How Wealth Managers Can Use Prompt Engineering To Get More From AI
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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
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A New Frontier In Ransomware Tactics: BlackCat/ALPHV Exploits SEC Disclosure Rules
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The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs
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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 and The Oasis Group Named Finalists for the 2025 WealthManagement.com Industry Awards
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John O’Connell Featured in The Daily Upside on Envestnet’s Sale to Bain Capital
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Oasis Group Mentioned in Wealth Solutions Report: Estate Planning, Entrepreneurial Spirit, The ‘Solo Advisor’ Myth And More
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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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