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

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - June 27, 2024 12:00 - 26 minutes - 18.2 MB - ★★★★★ - 7 ratings
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Previous Episode: How To Launch Your Alternative Trading System (ATS) - Insights and Challenges

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!