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 was quoted in Financial Planning Magazine, discussing how financial advisors... read more
This article from Advisorpedia highlights the most impactful parts of the 2026... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
John O'Connell authored this article for Wealth Management Magazine where he discusses... read more
As more firms embrace AI tools, the key to success lies in... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
John O'Connell was published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
