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's AI WealthTech Map was featured in the August 2024... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
John O'Connell joins a roundtable discussion for Financial Planning Magazine where he... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
