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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.
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
Why do so many RIAs have compliance data stored in different places? From HR to planning software to client documents on shared drives, disparate data can be perilous from both a cybersecurity and a compliance standpoint. As cyber threats evolve along with regulations regarding cybersecurity policies, RIAs need to take action to maintain compliance and better...
The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...
Your firm is executing well – but you can get even smarter. Use these tips and your company will be saying, “Our ops team is so on top of it!” You’ll learn ways to simplify your daily operations that will make your clients (and your colleagues) much happier. Watch the replay now to get steps to...
Cybersecurity continues to be a major challenge for today’s advisory firms, who must navigate not only increasingly sophisticated cyber threats, but also evolving regulations surrounding their cybersecurity policies. From his seat as a tenured technology consultant, John O’Connell, founder and CEO of The Oasis Group, has seen it all. In this webinar replay, John and guest Adrian...
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
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...
