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 authored this article in Wealth Solutions Report where he dissects... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
John O’Connell authored this article for Wealth Solutions Report, discussing how UHNW... read more
The Oasis Group CEO John O'Connell was featured in this article from... read more
John O’Connell was featured in TechFinitive's CIO Playbook 2026, discussing what tech... read more
The financial advisor event anticipates a record number of attendees with a... read more
The Oasis Group was featured in Wealth Management Magazine's 'Best of the... read more
John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption... read more
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s... read more
