• Pros and Cons of Platform Ownership for Investment Advisors and Broker Dealers

  • Jun 27 2024
  • Duración: 26 m
  • Podcast

Pros and Cons of Platform Ownership for Investment Advisors and Broker Dealers Por arte de portada

Pros and Cons of Platform Ownership for Investment Advisors and Broker Dealers

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • If you are a start-up or an established wealth management firm, determining whether you want to manage your own operating platform or outsource it is an important strategic decision. There are many factors to consider, from cost and available resources to integration and client experience.

    In today’s podcast Oyster experts Dan Garrett and Jay Donlin share their expertise on what goes into establishing and managing your own platform, common pitfalls and using out-of-the-box vendors vs customized builds.


    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!
    Más Menos
activate_primeday_promo_in_buybox_DT
Empresas y Profesiones Economía Finanzas Personales Política y Gobierno
Más Menos

Lo que los oyentes dicen sobre Pros and Cons of Platform Ownership for Investment Advisors and Broker Dealers

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles