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John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
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Webinar with AllocateRite: Breaking Through Growth Barriers: How Enhanced Workflows & Integrated Data Systems Drive Sustainable Success
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John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
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John O’Connell Published in Advisor Perspectives by VettaFi: Building a Prompting Workflow for Your Practice
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TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered... read more

The Oasis Group Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers
Learn more about the new Peaks Research series from The Oasis Group... read more

Thematic Investing – ETFs of the Future
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John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
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John O’Connell Interviewed on Fintech Impact Podcast
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks... read more

The Future of Investing Is Direct Indexing: A Fireside Chat with Industry Leaders
Join The Oasis Group and Syntax for a captivating fireside chat about... read more