New Podcast: Software Selection – Where Do I Start?

Many firms are looking to improve their bottom line, and one of the ways this can be done is by updating your software. But where to begin? How do you know if it will work for your firm? What will the implementation look like? What about hidden costs?  In this week’s episode of our Oyster… 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 Episode: Oyster Solutions Software – Making Your Annual Compliance Calendar and Review More Efficient

  In this week’s episode of Oyster Stew, Managing Director Polly Cordle and Consultant Gray Houghton share how Oyster Solutions Software can make managing your compliance calendar and Annual Review processes easier and more efficient using workflows and automated reporting. Oyster Solutions is one “solution” for many systems:  A system to track various workflows and… READ MORE

Former Director of Rubicon International Joins Oyster Consulting as Relationship Manager

Financial services consulting firm adds relationship manager to assist with growth Oyster Consulting announced today that it has hired Gena Spitzer, former Director and Team Leader of Rubicon International. The move expands the consulting firm’s client services, as Oyster continues it’s ascent as a regulatory and compliance leader. Spitzer is the former Director and Team… READ MORE