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.
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Watch this webinar co-hosted by WealthManagement.com and The Oasis Group, where experts... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
John O'Connell joined AdvisorEngine's Ned Dane and Suleman Din for this webinar:... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
