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 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
The Oasis Group CEO John O’Connell was quoted in this article in... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... 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
The Department of Homeland Security has set up a page warning of... read more
