Starting Your Own RIA – What You Need to Know

January 24, 2018 at 3:00pm EST

A recording of this webinar is now available

Portfolio investments

RICHMOND, Va., Jan. 16, 2018 (GLOBE NEWSWIRE) — On Wednesday, January 24, Oyster Consulting LLC and Hirschler-Fleischer will host an interactive webinar on the key considerations for starting a registered investment adviser (RIA).

 The attendee list will be kept confidential.

Getting started as an independent RIA is a complex task governed by a multitude of regulatory requirements, as well as financial, operational and technology considerations.   As part of the program, panelists from Oyster Consulting, Hirschler Fleischer, Charles Schwab, TD Ameritrade, CUNA Mutual, and Pershing, will offer insight on:

  • The business case for going independent
  • Technology platform considerations
  • Legal and compliance considerations

Following the discussion of key considerations, a panel of independent advisers will field questions about lessons learned and best practices they have employed.

Guests attending in-person are invited to an informal reception immediately following the program.  To attend in person, please reply to libby.hall@oysterllc.com,  or call (804) 521-6022 to reserve your seat.

For more information about the webinar contact Gena Spitzer, Oyster Consulting Relationship Manager (gena.spitzer@oysterllc.com) or Kristen Chatterton, Chief Marketing Officer, Hirschler Fleischer (kchatterton@hf-law.com).

Oyster Consulting provides comprehensive audit, compliance, financial, operations, technology, trading and strategic management consulting to financial services firms.  Experienced industry practitioners add more value than career consultants. The best financial services organizations in the world make decisions with the input of the strategic leaders, sales, operations, trading, technology, finance, compliance, risk and legal groups. Oyster consultants were leaders in these groups, and bring highly-integrated industry knowledge and in-depth expertise to help our clients start, protect, run, and grow their businesses. Oyster’s primary goal is to ensure our clients have the knowledge and tools to manage their future. For more information please visit the firm’s website at www.oysterllc.com.

Hirschler Fleischer is a multidisciplinary law firm advising clients on a wide range of business, real estate and litigation matters. More than 75 lawyers serve local, regional and national clients from offices in Richmond, Fredericksburg and Tysons, Va. Standing toe-to-toe with larger firms on talent and experience, Hirschler competes on value and the level of personal attention we devote to each and every client. For more information, please visit the firm’s website at www.hf-law.com

Oyster-Horschler Fleischer webinar - Starting Your Own RIA
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