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 interviewed on the RIA Channel at the Schwab IMPACT... read more
The Oasis Group's Peaks Research for Wealth Platforms was highlighted and John... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
The Oasis Group CEO John O'Connell was featured in this article in... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
