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.
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
Your firm is executing well – but you can get even smarter.... read more
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika... 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 of The Oasis Group and... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
In this insightful webinar titled 'Beyond the Template: How RIAs Build a... read more
Join John O’Connell of The Oasis Group and Sam Sova and Karl... read more
