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 was featured in this news release from TradePMR, published... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
In this article from Financial Planning, John O'Connell weighs in on the... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
