Cut to the chase - Get the Best Clearing Firm Options
Oyster Stew - A Broth of Financial Services Commentary and Insights
Oyster Stew - A Broth of Financial Services Commentary and Insights
Cut to the chase - Get the Best Clearing Firm Options
Nov 17, 2022
Dave Williams, Jay Donlin, Pete McAteer, Jim Roth

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 share their experience with managing clearing platform technology, consulting and integration, including utilizing the other services these firms offer.


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