In The Media

SPEAKING

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PUBLICATIONS

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PODCASTS

SPEAKING

CFA Society LA: Wealth Management Excellence Series

THANK YOU, CFA SOCIETY LA! First Wednesdays: The Wealth Management Excellence Series is designed for thought-leaders in the advisory community who want to bend the curve, not just stay ahead of it. The intent of the program is to learn about and analyze cutting-edge...

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...

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...

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PUBLICATIONS

Fact: Your Tech Stack Will Never Be Finished! (Iris FinTech)

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?...

VIDEOS

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...

PODCASTS

Top Advisor Marketing Podcast

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...