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 authored this article for Retirement Daily on TheStreet, where he... read more
John O'Connell authored this piece for WealthManagement.com, discussing how prediction markets have... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
This article by ETF Database by VettaFi shares details on AI experts... read more
