Broker-Dealer Growth - Is Affiliation the Right Option?

Built To Scale with CRC-Oyster

Built To Scale with CRC-Oyster
Broker-Dealer Growth - Is Affiliation the Right Option?
Oct 04, 2023
Oyster Consulting, Pete Bowman, Dave Williams

 Many introducing broker-dealers are moving to affiliate with another broker-dealer.  Join Oyster Managing Directors Pete Bowman and Dave Williams as they discuss what affiliation means for broker-dealers, what is driving firms to the strategy, and what part the advisory side of the business plays when firms consider affiliation. 


CRC-Oyster: Compliance Risk Concepts / Oyster Consulting