Drivers of Change - The Clearing & Custodian Transformation

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - February 01, 2024 15:00 - 23 minutes - 15.8 MB - ★★★★★ - 7 ratings
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Previous Episode: Compliance Across The Industry - Lookback to 2023

Next Episode: FINRA AML Expectations - The 2024 Annual Regulatory Oversight Report

In this week's Oyster Stew Podcast, our Strategic Planning and Execution experts, Pete Bowman, Pete McAteer, Jay Donlin, Jeff Wilk, and Jeff Gearhart share their perspectives on the four critical areas that are transforming the clearing and custodian industry:

Technology advances and accessibility are reshaping how firms look at clearing and custodian services. Economics, from interest rates to market fluctuations, emerge as a significant player. Client Engagement: Firms must determine how best to foster meaningful, compliant and efficient connections in a digital world.Managing risk and compliance always requires industry firms to assess their practices and review their platforms, and vendor management practices.

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