Effective Remote Testing

Remote work is the current normal.  Since March, Oyster has led conversions for clients without ever being onsite, started new businesses with client’s we’ve never met in person, and completed virtual exams.  For years, some or all our testing has been conducted remotely depending on the client’s needs.  For the last four months, all of… READ MORE

Bermuda Captive Conference

Oyster Consulting (Bermuda)’s Dale Jackson and Ann Daniels are attending the Bermuda Captive Conference June 10-12, 2019.   Now in its 15th year, the Bermuda Captive Conference was created in 2004 to help promote, support and grow the island’s world-leading captive insurance industry sector. The three-day conference is Bermuda’s largest and longest-running industry event, held… READ MORE

Former FTB Advisors CCO Joins Oyster Consulting

  Oyster responds to industry need for operations and compliance experts   Nikki Brinkerhoff recently joined Oyster Consulting as an Associate Director, expanding Oyster’s Operations and Compliance practices. The move increases the firm’s ability to help industry members optimize operations and compliance functions, as well as design and implement technology solutions to improve operational excellence, improve… READ MORE

SEC Exam Priorities – Regulatory Focus in 2019

  The SEC’s Office of Compliance Inspections and Examinations (“OCIE”) released its 2019 Examination Priorities on December 20, 2018. While most of the topics are familiar, there are a few new items of note. OCIE has divided its priorities into four categories:     Retail Investors, Including Seniors and Those Saving for Retirement OCIE will… READ MORE

Cryptocurrencies – Time to Understand the Products, Risks and Benefits

Cryptocurrencies and the distributed ledger technology behind them are changing the way the world thinks about financial transactions, settlement, and trading. Just in the last few days, major Wall Street firms have announced trading desks to focus on cryptocurrencies and two major US exchanges, NYSE / ICE and NASDAQ, are rumored to be considering trading… READ MORE

Cryptocurrencies Could Change Product Purchasing, Trading and Tracking

Cryptocurrency and the distributed ledger technology behind many of these “coins” or “tokens” have the potential to completely change the way securities are created, distributed, and traded. They also hold the potential to change how purchases are made and assets are tracked. As with any significant leap that our industry takes, opportunities must be balanced… READ MORE