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.
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Why do so many RIAs have compliance data stored in different places?... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
In this webinar replay, John O’Connell and Todd Rovak, CEO of Carefull,... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
