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 & Cinthia Murphy from ETF Think Tank discuss the growth of... read more
TradePMR has issued a warning in a new white paper to Registered... read more
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell... read more
In this episode of the Fintech Impact Podcast, host Jason Pereira speaks... read more
In this Swift Cam video interview from the 2024 Wealth Management EDGE... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
John discusses your firm’s Unique Value Proposition and why it is so... read more
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group... read more
