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.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
This article examines the challenges associated with the SEC’s proposed cybersecurity risk... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
In this article, John explores the different ways that Anthropic has changed... read more
John O'Connell, CEO of The Oasis Group, wrote this piece for read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
John O'Connell participated in a roundtable with other wealthtech leaders at... read more
John O'Connell recently wrote in WealthManagement.com about why firms keep making... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
