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 with John O’Connell and Hazal Sabah, ByAllAccounts Senior... read more
In this webinar with WealthManagement.com, we unpacked key findings from the recent... read more
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced... read more
RIA client data comes in many forms – while some data may... read more
John O'Connell will participate in a webinar on Sept. 25th with Visory,... read more
Watch this webinar replay with John O’Connell of The Oasis Group, Amar... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
John O'Connell presented a webinar with Kevin Knull of TaxStatus, discussing how... read more
Watch this webinar replay with John O'Connell of The Oasis Group, Ron... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
