Built To Scale with CRC-Oyster
Built To Scale with CRC-Oyster is the newly rebranded Oyster Stew podcast following the acquisition of Oyster Consulting by Compliance Risk Concepts. The podcast features candid, thoughtful conversations that explore not only compliance and risk management, but the broader financial services industry. Each episode examines emerging trends, key issues, and current developments shaping the industry and affecting the firms and professionals who operate within it.
Podcasting since 2019 • 188 episodes
Built To Scale with CRC-Oyster
Latest Episodes
CRC-Oyster: New Beginnings
In the inaugural episode of Built To Scale with CRC-Oyster, host Michael Durette, Managing Principal and Chief Revenue Officer of CRC-Oyster, sits down with Founder and Ma...
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30:54
Account Type Recommendations: Meeting Reg BI and Fiduciary Standards
In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations.· What Makes an Account Recommend...
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15:40
Reg BI and Fiduciary Obligations Part 2: Documentation, Conflicts, and Rollover Recommendations
In Part 2 of this Oyster Stew conversation, Ed Wegener continues the discussion with compliance experts Brent Nicks and Len Derus—this time focusing on the most pressing challenges firms face in applying Reg BI and fiduciary duty in practice: d...
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33:07
Beyond the Rulebook: Practical Insights on Reg BI and Fiduciary Duty
While the core principles of Reg BI and investment advisor fiduciary duty remain consistent, regulatory expectations continue to evolve through examinations, enforcement actions, and formal guidance.In Part 1 of this conversation, our ex...
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22:16
