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 published in Wealth Management Magazine's 2025 Midyear Outlook issue,... read more
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell played a prominent role as the moderator of a wealthtech... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
For the 3rd year, The Oasis Group was named the winner of... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
