The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers

FORT MILL, S.C., April 23, 2025–The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in