• Starting Your RIA - What You Need To Know Before You Go

  • Jul 24 2024
  • Duración: 29 m
  • Podcast

Starting Your RIA - What You Need To Know Before You Go Por arte de portada

Starting Your RIA - What You Need To Know Before You Go

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  • Resumen

  • When starting a Registered Investment Advisor there are fundamental aspects you must understand before taking this step. Oyster's experts Brent Nicks, Nolan Hughes and Dan Garrett provide an overview into things you need to think through and put in place to build a solid foundation for your firm’s success:

    • Establishing Key Positions
    • Navigating Partnerships
    • Risk Management and Compliance
    • Operations Must-Haves
    • Choosing a Custodian
    • Strategic Growth Planning


    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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