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.
The Oasis Group CEO John O’Connell was featured in an article in... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
