Oyster Consulting Hires David Osborne, Expands Strategic Planning and Execution Team

Osborne adds operations, clearing and integration depth to help firms stay competitive RICHMOND, Va., February 2, 2021 — Oyster Consulting announced today that David Osborne has joined the Strategic Planning and Execution team.   With 30 years in the financial services industry, David Osborne’s leadership experience in operations, risk, vendor management and correspondent-related services bolsters Oyster’s… READ MORE

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

New Podcast: Clearing Platform Selection and Implementation

The analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. In this week’s episode of Oyster Stew, Part 2 of a 3, Managing Director Pete McAteer discusses what you should do after you’ve identified any gaps… READ MORE

Managing the Clearing Platform Transition Process

Transitioning your platform can be a vital component of making sure your firm is successful for many years to come. Managing your firm’s platform transition is a significant undertaking that will impact most areas of your business. Consistency of communication with your leadership, employees and vendors is just one part of a very complex process…. READ MORE