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.
RIA firm data can influence everything from operations to client service to... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
TradePMR has published a new white paper for Registered Investment Advisers (RIAs)... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
John O'Connell was quoted in this InvestmentNews article about RIA Intellectus Partners... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
