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.
Next Best Action Technologies Make One-To-One Engagement Possible
Attention spans are short. Our lives take place online more than ever before. The COVID-19 pandemic shifted many of our daily activities from physical offices to the digital universe in jarring fashion. Many businesses saw this shift as a greater opportunity to connect with their clients.
Breakaway RIA Technology Selection and Implementation
Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.
Analysis Data Warehouse for Investment Management Firm
Our client trusts quantitative analysis to develop investment products and strategies for the discerning institutional investor, affluent individual, and affluent family. Their investment selection model is purely quantitative and honed over four decades of experience.
TradePMR Annual Conference: SYNERGY22
Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.
T3 2022: The Importance of Owning Your Data
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.
Buy Versus Build in Advisor Software
Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia