Join The Oasis Group and Syntax for a captivating fireside chat about the rising trend of direct indexing. This innovative approach to portfolio management is shaking up the industry, and this webinar will equip you with the knowledge and tools you need to stay ahead of the curve.
John O’Connell, CEO and Founder of The Oasis Group recently offered insights to Wealth Solutions Report exploring the implications of the recent complaint filed by the ransomware group ALPHV (aka “BlackCat”) and how it could impact businesses.
Cyber criminals are becoming increasingly sophisticated. How can RIAs help ensure that their firm and their clients are safe from this growing threat? In this TradePMR article, The Oasis Group CEO and Founder, John O'Connell, discusses the four crucial pillars for your cyber program. Download the White Paper Read the Full Article
TradePMR has published a new white paper for Registered Investment Advisers (RIAs) which addresses a critical issue facing the industry: cybersecurity. The report titled, “Understanding Cybersecurity and Mitigating Risk,” discusses the history of cybersecurity regulations, components of an effective RIA cybersecurity program, and the potential impact proposed legislative changes could have on a firm’s cybersecurity...
Flourish Studios created an animated bar chart titled the Biggest Fast Food Chains in the World 1971-2019 (Stores)1. The animation is an incredible view into a changing industry. The animation is interesting, but the stories behind some of the rapid growth spurts that you see in the animation are even more interesting. In this post we...
