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Attend this Master Class to explore the various ways investors are using their values to shape their portfolios. Learn more about environmental, social, and governance investing (ESG), socially responsible investing (SRI), direct indexing (DI), faith based investing, and activist investing. Discover why these investing styles are meaningful to next generation investors and how you as a...
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.
Cybersecurity adoption is still low among advisory firms, but it’s critical for all organizations—large and small. John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge.
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.
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).
Our customer received a notice from their current email, social media, Microsoft Teams, and website archiving vendor that the vendor required additional Microsoft licensing. Additional licensing would increase costs by 30%.
Financial advisors have one of the most important jobs out there - helping their clients to reach their financial goals. Unfortunately, many financial advisors struggle with a trust gap when it comes to clients. This can be especially difficult because trust is essential for advisors to develop a successful and lasting relationship with their clients....
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.
