Preparing for the Changing Landscape in Cybersecurity
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.
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The Oasis Group Announces Launch of Online Training Platform Set to Transform the Wealth Management Industry
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
Myriad Advisor Solutions Announces New Podcast to Help Small Business Owners Excel
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/ -- Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, today announced that they are launching a new podcast titled The White Report. Hosted by Myriad's own Chief Executive officer, Danielle White (White), The White Report provides...
Where Does AI Fit in Your Firm’s Future?
This article provides a brief guide to the AI technologies available today, and it’s not just ChatGPT, their applications in wealth management, and how your firm can define specific business outcomes that you want to achieve with AI.
CTO Survival Guide
Learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today.
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.
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.Watch the replay now to hear from special guest, John O’Connell, author of Rise of the Activist Investor to...