The Oasis Group’s latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple discussing issues like income and expenses, life insurance, college and retirement planning.
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O'Connell was featured in this article from The Daily Upside where... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
