Oyster Stew - A Broth of Financial Services Commentary and Insights

Oyster Consulting
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Oyster Stew - A Broth of Financial Services Commentary and Insights

Our financial services industry insights come from on-the-ground experience, successfully navigating complex  challenges and business. Our insights are your opportunities.

  1. Expert Strategies for Managing Vendor Risk and Data Protection

    21 小時前

    Expert Strategies for Managing Vendor Risk and Data Protection

    Our latest episode of Oyster Stew features industry veterans Dan Garrett, Jeff Wilk and Tim Buckler, who share their insights into the complexities of vendor risk and data protection. Discover how to protect client data amid the vulnerabilities brought by new vendors and implementing a robust strategy to ensure operational continuity and resilience. In this informative podcast, you’ll learn:the importance of using structured processes like detailed scorecards and questionnaires to ...

    26 分鐘
  2. Hidden Costs, Smart Choices: Mastering Your Tech Stack

    10月24日

    Hidden Costs, Smart Choices: Mastering Your Tech Stack

    Unlock the secrets of making informed technology decisions with Oyster Consulting’s technology experts Jeff Wilk and Dan Garrett, as they share their expertise in navigating the build vs. buy decision. Discover how understanding the hidden costs of software development can make or break your strategic planning, especially if your firm lacks technical expertise. Jeff and Dan provide insights into:Cost ConsiderationsTeam Dynamics and CultureIntegration and Data StrategyCompliance and SecurityMa...

    37 分鐘
  3. Growth and Compliance: Navigating FINRA Registration Requirements

    10月9日

    Growth and Compliance: Navigating FINRA Registration Requirements

    Ever wondered how significant growth could impact your broker-dealer registration requirements? Join us as we unravel the complexities with industry experts Ed Wegner and Lisa Robinson. Lisa leverages her extensive experience as Senior Director of the FINRA Membership Application Program (MAP) group to provide you with essential tips on registering your firm with FINRA and completing a Continuing Member Application. From identifying key triggers like acquisitions and substantial asset t...

    25 分鐘
  4. Scaling Smart: Aligning Growth with Infrastructure

    9月26日

    Scaling Smart: Aligning Growth with Infrastructure

    Adapting your infrastructure while managing your firm's growth can present unique challenges. Join Oyster’s Ed Wegener, Brent Nicks and Pete McAteer as they share their insights for scaling and sustaining growth. In this podcast you will: · Gain firsthand insights into the complexities of rapid organic and inorganic expansion · Examine the significance of understanding your firm's core strengths and growth goals,...

    35 分鐘
  5. From Legacy Systems to Leading Edge: A conversation with Envestnet's Andrew Stavaridis

    9月9日

    From Legacy Systems to Leading Edge: A conversation with Envestnet's Andrew Stavaridis

    Join us as Oyster’s Jeff Wilk and Envestnet Chief Relationship Officer and Group Head of Wealth Solutions and Asset Management Distribution, Andrew Stavaridis, bring you an insider’s perspective on the industry's technology evolution, from outdated point solutions to cutting-edge platforms that are accessible, modular, and perfectly tailored for mid-sized to smaller firms. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follo...

    25 分鐘
  6. Insider's Guide to Selecting The Right Custodian For Your RIA

    8月22日

    Insider's Guide to Selecting The Right Custodian For Your RIA

    In this episode of the Oyster Stew podcast, our experts, Dan Garrett and Jay Donlin, take you on a deep dive into the world of custodians. We'll explore everything from full-service solutions that handle your middle office needs to niche players specializing in FinTech and money management. Whether you're a breakaway advisor, a FinTech firm, or an established registered investment advisor (RIA) looking to make a change, this podcast will equip you with the insights you need to make an informe...

    35 分鐘
  7. Starting Your RIA - Registration and Compliance Requirements

    8月7日

    Starting Your RIA - Registration and Compliance Requirements

    Embarking on the path to becoming an RIA is an exhilarating time filled with opportunities and challenges, and our experts are here to guide you every step of the way. In this episode, we'll delve into essential aspects of the registration process and compliance requirements. By addressing these critical components, you'll set a solid foundation for your firm's success. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow u...

    38 分鐘
  8. Starting Your RIA - What You Need To Know Before You Go

    7月24日

    Starting Your RIA - What You Need To Know Before You Go

    When starting a Registered Investment Advisor there are fundamental aspects you must understand before taking this step. Oyster's experts Brent Nicks, Nolan Hughes and Dan Garrett provide an overview into things you need to think through and put in place to build a solid foundation for your firm’s success:Establishing Key PositionsNavigating PartnershipsRisk Management and ComplianceOperations Must-HavesChoosing a CustodianStrategic Growth PlanningOyster Consulting has the expertise, experien...

    29 分鐘
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Our financial services industry insights come from on-the-ground experience, successfully navigating complex  challenges and business. Our insights are your opportunities.

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