Tag - Practice Management

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...

T3 2023 Interviews: Technology and Cybersecurity Should Work Hand in Glove

In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.In this podcast episode of The White Report, Danielle...

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...

Achieving Focus Through Diagnostic Interviewing

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....

ESGs, Activism, and Value-Driven Investing: First Ascent Asset Management Master Class

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...