Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today's complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the...
The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
Developed by industry veteran John O’Connell, the courses are built to provide in-depth, educational information about cybersecurity, revenue processes, & more. MONROE TOWNSHIP, NEW JERSEY, UNITED STATES, July 19, 2023 -- The Oasis Group, a leading provider of hands-on consulting and advisory services for wealth management and financial technology firms, today announces the launch of its online training...
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/ -- Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides actionable steps and advice to small business owners at every stage of...
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
RIA client data comes in many forms – while some data may be readily accessible to your business, other data may be harder to get your hands on.
The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
TradePMR Issues Warning to RIAs in New White Paper: It’s Time to Understand Ownership of Client Data
TradePMR has issued a warning in a new white paper to Registered Investment Advisors (RIAs) – it's time to understand who owns your client data or lose access to valuable data and potential firm valuation.
RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have.
Are you ready to unlock the power of data for your RIA? First things first, let’s figure out what data you have access to and what data your firm actually owns?