Your clearing and custodial partnerships touch every part of your business:  your clients, financial professionals, technology platform, operations, digital experience and compliance are just some of those dependencies.  And don’t forget about the impact on your P&L.

In today’s podcast Oyster’s clearing and custodian experts Dave Williams, Jay Donlin, Pete McAteer and Jim Roth share how you should manage your clearing and custodian relationships at the executive level.  

CRC-Oyster: Compliance Risk Concepts / Oyster Consulting