This article from Citywire dives into The Oasis Group’s Peaks Research for AI Note Takers, sponsored by AdvisorEngine, and features exclusive insights on the study from The Oasis Group’s John O’Connell and AdvisorEngine’s Rich Cancro. John highlights a glaring concern regarding wealth management firms’ use of AI tools: “I’m very concerned that I’m seeing a lot of the larger firms implement these technologies without having a serious, acceptable use policy.”
