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.
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Department of Homeland Security has set up a page warning of... read more
Independent advisors often have to build capabilities themselves through technology. John O'Connell... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
In this article from Wealth Solutions Report, John O'Connell and other wealthtech... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
John O'Connell was published in Advisor Perspectives by Vetta Fi where he... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
