Watch The Oasis Group’s webinar with AdvisorEngine: ‘AI Note Taking 101: The Advisor’s Guide‘. John O’Connell, Suleman Din, and Raj Madan help financial advisors understand how AI note-takers perform in real settings and highlight key findings from the research that The Oasis Group performed to analyze AI note-takers in the wealth management sector.
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Why do so many RIAs have compliance data stored in different places?... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
