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John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
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The Oasis Group Named a Finalist in Three Categories in the ThinkAdvisor 2025 Luminaries Awards
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John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
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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 Published in Wealth Solutions Report: The Top Scams Targeting Ultra-High Net Worth Americans In 2025
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John O’Connell Featured in Wealth Solutions Report: Wealthtech Is Opening Doors For Advisors To Serve The Mass Affluent
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John O’Connell Published in Advisor Perspectives by Vetta Fi: Why You Can’t Segment Your Prospects (And Why That Means You’re Treating Everyone the Same)
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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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Family Wealth Report Awards 2026: The Oasis Group Named a Finalist for Family Office Management Consultancy
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John O’Connell Published in Advisor Perspectives by VettaFi: The Limitations of SOC2 Audits in Preventing Cybersecurity Breaches: A Critical Analysis
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