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.
Are you prepared for the evolving threats facing the wealth management industry?... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Your firm is executing well – but you can get even smarter.... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
John O'Connell participated in a webinar on September 24th with Morningstar Wealth... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
