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.
RIA client data comes in many forms – while some data may... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
John O'Connell participated in a webinar with Practifi discussing AI in Wealth... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
Watch this webinar replay with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
In this informative webinar recording, John O’Connell of The Oasis Group and... read more
Watch this webinar replay with FINNY, where John O'Connell participated in FINNY's... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
