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 participated in a roundtable with other wealthtech leaders at... read more
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
John O'Connell, author of "Rise of the Activist Investor", joins the Next... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
The Department of Homeland Security has set up a page warning of... read more
