Former Wealthcare Capital Management COO Schafer Joins Oyster as Director

Oyster Consulting welcomes Terry Schafer as a Director, expanding our Trading and Markets and Operations and Technology practices. The move increases our ability to help broker-dealers and investment advisors translate business, legal and regulatory requirements into workable business policies, processes and technology solutions. Schafer has 30 years of experience in financial services focused on investment… READ MORE

New Webinar – “DOL Check-In: Where Are We Now?” – Register Now!

DOL Check-In:  Where Are We Now? June 28, 2017 at 3:00pm EDT What have your experiences been with the June 9th implementation of the DOL Fiduciary Rule? Oyster Consulting is committed to helping the industry be prepared.  Share your thoughts and questions with us during our last scheduled DOL Rule webinar as our experts cover… READ MORE

Webinar Recording Available: The DOL Fiduciary Rule – Just in Time Q&A

  On June 1, 2017 Oyster Consulting hosted a live Q&A webinar, allowing viewers to ask questions regarding what firms should be doing to be compliant with the core elements of the Department of Labor Fiduciary Rule change. Topics discussed covered a wide range of questions from Investment Advisors, Broker-Dealers and Institutional Investors, including: What… READ MORE