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.
John O'Connell joined Chirag Gandhi, CEO of Mili, for a practical discussion... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
RIA client data comes in many forms – while some data may... read more
Watch this webinar replay with Joel Bruckenstein of T3 Technology Tools for... read more
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
Are you prepared for the evolving threats facing the wealth management industry?... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
