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.
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... 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
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
