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Oyster Stew - A Broth of Financial Services Commentary and InsightsAuthor: Oyster Consulting
Our financial services industry insights come from on-the-ground experience, successfully navigating complex challenges and business. Our insights are your opportunities. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Account Type Recommendations: Meeting Reg BI and Fiduciary Standards
Thursday, 20 November, 2025
In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations.· What Makes an Account Recommendation “Best Interest”? · Balancing Cost and Services. · Special Considerations in Practice Transitions. · Avoiding Double Dipping. · Documentation: Showing Your Work. 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!
