CEO John O’Connell joins a panel of industry experts in this 2024 Playbook Series webinar from the National Association of Personal Financial Advisors (NAPFA), highlighting the importance of finding AI tools that address specific pain points for advisors, such as automating client engagements and streamlining financial planning processes. Additionally, the panelists discuss the potential future applications of AI.
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack... read more
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
