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

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 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

Standing Letters of Authorization Clarity Provided

  Standing Letters of Authorization (SLOA) that Registered Investment Advisers use to provide services for their clients have been surrounded by uncertainty.  Does this practice constitute custody of client assets?  In a No-Action Letter dated Feb. 21, the SEC states this practice is, in fact, custody; however, the Division of Investment Management will NOT recommend… READ MORE

Oyster Consulting Wins Fund Consultancy Services Firm of the Year Award

Oyster Consulting was recently awarded the 2016 Fund Consultancy Services Firm of the Year award. The Global Fund Awards is an international awards program that recognizes performance and service providers who support the global finance industry. The judging panel at Corporate LiveWire placed each shortlisted candidate under intense scrutiny, setting its sights firmly on the… READ MORE