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 shares why wealth management is entering a new phase of... read more
John O'Connell is quoted in this article from Financial Planning Magazine discussing... read more
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John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
For the second year in a row, The Oasis Group has been... read more
In this article from Wealth Solutions Report, John O'Connell provides exclusive insights... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist... read more
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