Webinar
Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The...
Article, News
John O’Connell Published in Wealth Solutions Report: Strategies For Rethinking Fee Structures In Volatile Markets
John O'Connell authored this recent article for Wealth Solutions Report where he...
Webinar
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of...
Article, News
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for...
Article, News
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,...
Peaks Research
Peaks Research for AI Note Takers
The second study of our Peaks Research series evaluates the role of...
Article, News
John O’Connell Featured in Action! Magazine: AI note takers 101: The advisor’s guide
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's...
News, Video
John O’Connell Interviewed by RIA Channel: The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT...
News, Podcast, Video
John O’Connell Interviewed on the goRIA Podcast Fueled by InvestmentNews at Envestnet’s 2025 Elevate Conference
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled...