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.
Podcasting since 2019 • 162 episodes
Oyster Stew - A Broth of Financial Services Commentary and Insights
Latest Episodes
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 evoluti...
September 09, 2024
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25:08
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 de...
August 22, 2024
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34:45
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 proc...
August 07, 2024
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37:34
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 pu...
July 24, 2024
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29:20
Industry Update: T+1 and CAT CAIS Reporting
May 2024 saw the implementation of two major industry projects: T+1 and go-live compliance for CAT/CAIS reporting. Experts Jeff Gearhart and Ralph Magee provide the latest updates on T+1 from industry meetings and key participants, including<...
July 11, 2024
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11:33
