Oyster Stew - A Broth of Financial Services Commentary and Insights
Oyster Consulting
187 episodes
2 weeks ago
Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!
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Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!
Account Type Recommendations: Meeting Reg BI and Fiduciary Standards
Oyster Stew - A Broth of Financial Services Commentary and Insights
15 minutes
1 month ago
Account Type Recommendations: Meeting Reg BI and Fiduciary Standards
In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations. · What Makes an Account Recommendation “Best Interest”? · Balancing Cost and Services. · Special Considerations in Practice Transitions. · Avoiding Double Dipping. · Do...
Oyster Stew - A Broth of Financial Services Commentary and Insights
Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!
