Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...
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...
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously.
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
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
Attention spans are short. Our lives take place online more than ever before. The COVID-19 pandemic shifted many of our daily activities from physical offices to the digital universe in jarring fashion. Many businesses saw this shift as a greater opportunity to connect with their clients.
As the financial advisory industry has become increasingly digital, the threat of cyberattacks and data breaches has significantly increased. A set-it-and-forget-it approach to cybersecurity is no longer sufficient for modern registered investment advisors (RIAs).
Many firms have yet to start their planning for the eventual move to T+1. This is a large risk to their business and is likely to result in increased costs to achieve compressed time frames resulting from their delay to act.
Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency prices. Wealth management firms can be attractive to ransomware groups. The recent ransomware attack by DarkSide on the Colonial Pipeline highlights how crippling ransomware attacks can be on a...
