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.
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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 Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
The Intention.ly & 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 Tony Steuer Podcast with John O’Connell: Rise of The Activist Investor
Tune in to the latest episode of The Tony Steuer Podcast, featuring The Oasis Group founder, John O’Connell, as he discusses the importance of identifying our values and how to invest in line with those values.
TradePMR 2023: Understanding Cybersecurity & Mitigating Risk
As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.
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...