In The Media



SPEAKING

i

PUBLICATIONS



VIDEOS



PODCASTS



SPEAKING

Kristen Schmidt to Join Inside WealthStack Advisory Board

Kristen Schmidt of RIA Oasis joins an expert panel at the world's largest ETF conference, discussing technology implementation and understanding 1.28.20 Understanding and deploying technology correctly could be the difference between growth and closing up shop in the...

RIA Practice Management Insights

Kristen Schmidt of RIA Oasis will be heading up the Business Consultant Lounge for the biggest event of the year for TD Ameritrade Institutional and its top Advisors. 1.29.19 - 1.31.19 World-class keynote speakers. Leading minds within our industry. Specialists on the...

Kristen Schmidt of RIA Oasis, LLC becomes first virtual panelist at InsideETF’s National Conference

Kristen Schmidt of RIA Oasis joins an expert panel at the world's largest ETF conference, discussing technology implementation and understanding 1.28.20 Understanding and deploying technology correctly could be the difference between growth and closing up shop in the...

Advicent Internal Event

Written by Kristen Schmidt, Founder of RIA Oasis How can RIA Oasis Help? Let's Talk! CLICK HERE to book a call with us! [email protected] (833) 822-8111 RIA OASIS EXPLAINED Operational And Strategic Implementation Services

TD Ameritrade National LINC 2020

Kristen Schmidt of RIA Oasis will be heading up the Business Consultant Lounge for the biggest event of the year for TD Ameritrade Institutional and its top Advisors. 1.29.19 - 1.31.19 World-class keynote speakers. Leading minds within our industry. Specialists on the...

FPA of Austin | Working Together: Planning for Modern Times

Topic: Is It the Tech or Is It the Process? 10.10.19 Kristen presents a master class in evaluating your firm’s entire technology ecosystem. From the 4 must-have tech tools, to common workflows that are key to efficient growth, Kristen shares best practices necessary...

Wealth/Stack: Investing + Tech = The Future Of Advice

Wealth/Stack: Investing + Tech = The Future Of Advice 9.8.19 - 9.10.19 By advisors. For advisors. The first event of its kind. Bridging the gap between technology, investment management and practice management. Click here for more informationWritten by Kristen...

Ascent On The Road: Santa Monica

Innovate. Disrupt. Win. 2019 7.10.19 Meet us in Santa Monica for Ascent 2019 in partnership with Dimensional Fund Advisors! Don’t pass up on the opportunity to join professionals from some of the best, brightest, and most connected advisory firms to learn, train and...

2019 WealthTech Symposium: Technology That Enhances the Human Touch

Advisors aren’t be replaced, they’re being re-priced. 6.13.19 | The Union League Club of Chicago | Chicago, IL The role of Family Wealth Advisor demands the uniquely human ability to synthesize a client’s individual, family and business needs into a cohesive strategy...

Expert Panel Attendee/CFA Society LA: Wealth Management Excellence Series 2018

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...

« Older Entries

i