by Kristen Schmidt | Mar 12, 2019 | Publications
Tough pill to swallow isn’t it? The truth is, technology is evolving within every avenue of our daily lives. From mobile devices, online retail services, travel – it’s nearly impossible to ignore the tech revolution. Read the full article here How can RIA Oasis Help?...
by Kristen Schmidt | Mar 5, 2019 | Blog
Everyone has been there. The annual industry conferences. A time to soak it all in. The educational sessions, the community camaraderie, the inspiring keynote speeches. The coliseum of tech vendors where rows of system demos and sales people seem to be...
by Kristen Schmidt | Dec 17, 2018 | Blog
Advisors & Planners are always looking for new ways to demonstrate the value they bring to client relationships. The Problem: Advisors & Planners assume that a client’s AUM defines the service they deserve. Just because a client has high AUM doesn’t...
by Kristen Schmidt | Dec 13, 2018 | Speaking
THANK YOU, CFA SOCIETY LA! It was an honor to be a part of the all-women’s panel to discuss technology regarding “Artistry or Machinery?”. A big thank you to Deborah Fox of Fox Financial Planning and Min Zhang of United Capital. First Wednesdays: The Wealth Management...
by Kristen Schmidt | Nov 15, 2018 | Speaking
FIDELITY CLEARING & CUSTODY SOLUTIONS® Fidelity Learning Exchange Operations Summit 2018 Speaking Dates May 17 – Buckhead, GA at The Westin, Buckhead May 24 – Washington D.C. at The Ritz‐Carlton, Tysons Corner June 26 – Boston, Ma at Seaport Hotel August 15 – Dana...
