The Case for Outsourcing Retirement Plan Building Tasks and Planning Software Solutions

In this time of uncertainty, new clients are approaching financial advisors for help, while current clients continue to demand, and deserve, high-quality services at an affordable price. For many firms, one solution to balance this influx of clients and retain their current base is to outsource the tasks around retirement plan building and software selection,… READ MORE

Former First Clearing Managing Director of Operations Joins Oyster Consulting

Financial Services consulting firm expands Strategic Planning and Execution Team Bill Davis joins the firm as a Director of Oyster Consulting’s Strategic Planning and Execution team. Bill will enhance the team’s extensive experience and ability to provide strategic consulting on platform conversions, brokerage operations and planning services for advisors, including new product development. Prior to… READ MORE