Oyster Stew - A Broth of Financial Services Commentary and Insights

Looking Ahead: Clearing Relationships and Succession Planning

March 26, 2021 David Williams, Jim Roth, Jay Donlin, Dave Osborne
Oyster Stew - A Broth of Financial Services Commentary and Insights
Looking Ahead: Clearing Relationships and Succession Planning
Show Notes

Introducing brokers must look down the road when considering economics and profitability,  whether it is looking at a neglected clearing firm contract, or considering consolidation, succession and other alternatives to fulfill future needs.  Join our panelists David Williams, Jay Donlin, Dave Osborne and Jim Roth as they talk about what they are seeing in these areas, how firms are handling the current environment and how they are looking toward the future.