RIA Oasis Blog

Welcome to the RIA Oasis BLOG! Read about our knowledge, experience & recommendations regarding technology efficiencies.
Fidelity Operations Summit

Fidelity Operations Summit – Multiple Dates

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...
CLG Wealth Management: 2018 Business Building Summit Premier Meeting Partners

CLG Wealth Management: 2018 Business Building Summit Premier Meeting Partners – October 11

Is It the Tech or Is It the Process? I have the honor of sharing the stage with Ingrid Parl (American Funds Distributors), Darci Toumberlin (Fidelity Clearing & Custody Solutions), Zac Pickett (Pacific Life) and Heather Bradley (Pacific Life). Written by Kristen...
WEALTHTECH 2018: ARTISTRY OR MACHINERY?

WealthTech 2018: Artistry Or Machinery – December 5

CFA Institute Wednesday, December 5 4:00 pm - 7:00 pm Location: Shutters on the Beach 1 Pico Blvd. Santa Monica, CA 90405 Speakers: Deborah Fox – CEO & Founder, Fox Financial Planning Network Kristen Schmidt – Founder, RIA Oasis Min Zhang, CFA – Head of Investment...

Fidelity Operations Summit – Multiple Dates

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...

Podcasts Coming Soon

Check back for podcast appearances coming soon! Written by Kristen Schmidt, Founder of RIA Oasis How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

WealthTech 2018: Artistry Or Machinery – December 5

CFA Institute Wednesday, December 5 4:00 pm - 7:00 pm Location: Shutters on the Beach 1 Pico Blvd. Santa Monica, CA 90405 Speakers: Deborah Fox – CEO & Founder, Fox Financial Planning Network Kristen Schmidt – Founder, RIA Oasis Min Zhang, CFA – Head of Investment...

Unlike the book…I sweat the small stuff

Believe it or not, Don’t Sweat the Small Stuff and the book series that followed, recently turned 20 years old!  It was a simple yet relatable concept at a time we needed the reminder - stop worrying about the little things.  Then the authors broke the news…it’s all...

Let’s Do It Right The First Time – VIDEO!

Kristen Schmidt, Founder of RIA Oasis, discusses a common technology trend within firms: "Bling Disease".       How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...

Meet Kristen Schmidt – VIDEO

Click on the Video above to Meet Kristen Schmidt, Founder of RIA Oasis! How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

Workflows (and Pancakes?) – VIDEO

Why are workflows important within firms? Watch while hearing an interesting story! How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation...

Every Tech Implementation Is Different – VIDEO

So many of the same vendors & tech, but every implementation is different! Watch to learn more...   How can RIA Oasis Help?   Let's Talk!  CLICK HERE to book a call with us! hi@riaoasis.com (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic...