News, Comment & Analysis results for Oasis Group
Software Shakeup: New AI Category Disrupting Notetakers, CRM
The notetakers are turning into "agentic operating systems," becoming the client relationship
T3 Tech Conference Prequel Tackles Hot AI Issues
Our US correspondent has been in New Orleans for a major annual technology conference that focuses
AI 2026: Increased Adoption, New Use Cases, Regulatory Concerns And New FPA Initiative
The wealth management sector continues to build and think about use cases for AI, and ponder how
ANALYSIS: Envestnet’s Future Under Bain Capital
Our US correspondent gets deep into the details of changes taking place at the firm that has been
Custodians Want To Take Wealth Platforms Out Of The Equation – Report
Charles Paikert, FWR's US correspondent, looks at whether custodians are poised to make the wealth
Industry Expects Envestnet Restructuring After Bain Purchase
Our US correspondent delves into the story behind Bain Capital's purchase of Envestnet this week,
Hottest AI Use Case For Advisors: Note-Taking Apps That Generate Action Items
Our US correspondent gets into the details of AI and the use cases that it has, or may have, for