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John O’Connell Quoted in The Daily Upside: AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round
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The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
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John O’Connell Published in Advisorpedia: Claude for Wealth Management: The AI Collaborator Every Advisor Needs
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John O’Connell Featured in Financial Planning Magazine: What advisors should prioritize when evaluating tech purchases
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John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
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Thematic Investing – ETFs of the Future
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The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
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John O’Connell Featured in Financial Planning Magazine: The Cybersecurity Questions Advisors Must Ask Vendors
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John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
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John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
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