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Why You Should Not Use Your Company Email for Personal Purposes

Do you use your company email for personal purposes? If so, you may want to think twice. Your employer owns the servers and the emails that are stored in them, which means they can be accessed by your employer at any time. This could lead to serious consequences if you are not careful with what...

The & Friends Book Club With John O’Connell: Rise of The Activist Investor

The & Friends Book Club brings together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry. Register now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to discuss how both brand-new and...

The Oasis Group at WealthStack 2023

We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss The...

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

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 Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper

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...