TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
John O’Connell Interviewed by WealthManagement.com at the 2023 T3 Conference: Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change
John O’Connell of the Oasis Group offers advice on how to approach the cybersecurity challenge in the wealth management industry in this video interview with WealthManagement.com at the 2023 T3 Technology Conference.
Rain Maker’s Roundup with John O’Connell
Rain Maker’s Roundup host, Mark Iorio, takes a look at the financial side of business and how to maximize your money. Mark not only talks to the “money guys” but discusses the overall impact of a well-run business.
Margaritas with Marguerita Cheng
John joins Marguerita Cheng on her podcast and video show, Margaritas with Marguerita. Rita asks John: What is an activist investor? What changes are coming together to cause a rise in activist investors? How is activist investing different from ESG or sustainable investing? What will be the effect of the Rise of The Activist...
Do You Own Your Client Data? You May Be Surprised by the Answer
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.
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
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.
The Differences Between Structured and Unstructured Data for Your RIA
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.
Do You Own Your RIA Custodian Data? Let’s Find Out
Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
The Practical Applications of Data for Your RIA
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?