The Great Compression

As an aftermath of the Great Recession of 2008, interest rates effectively went to 0% and stayed that way for almost the next 10 years.  After a recent period where rates have risen, we again are returning to a 0% interest rate environment.  This new environment has created a significant challenge for all broker-dealers who… READ MORE

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

New Podcast: Why Outsourcing Your Clearing Platform Assessment, Selection and Implementation Processes Makes Sense

Whether you are considering exploring your clearing options, changing from self-clearing to fully-disclosed (or vice-versa) or starting a broker-dealer, Oyster will help you make the best decisions with an assessment of your business, analysis to help drive decisions, and even walk you step-by-step through a vendor selection and conversion processes. In this week’s episode of… READ MORE