News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Nexus"


Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar
The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

Wednesday 10.15.14
Bernie Clark: Nearly 40% of RIA clients are retired, 30% are less than 10 years from retirement and 63% of those retired are withdrawing from portfolios, including from principal.

Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market
The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool

Friday 6.27.14
Jason Wenk says he brought in 105 prospective clients through blogging last month. 'No one could keep up with that.'

How a 33 year-old advisor ditched the Midwest for California and used mad blogging and SEO skills to hijack annuity-bound web traffic to propel giant growth
With $40 million and counting in new business this year alone, Jason Wenk expects to double his AUM by year's end in part by mining clients' keyword gold

Wednesday 10.2.13
Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain
With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

Wednesday 9.18.13
Esther Stearns:  I remain committed to that mission.

Why exactly LPL Financial nixed NestWise and how OSJs, once again, may be wagging the big dog
The event is eerily similar to BloombergBlack's full stop, one analyst says, but LPL's story has its own twists, it seems

Tuesday 9.3.13
Meredith Lloyd Rice: [Fee proliferation] is a trend but the RIAs are still very distinctive in their attitudes and preferences.

Cogent study shows one big RIA distinction getting swallowed up -- or not
It'll be a head-turner if, in fact, two-thirds of all retail assets are fee-based in 2015, but there may be more to the story

Wednesday 8.7.13
Mark Tibergien: We're on every continent except Antartica.

5 questions for Mark Tibergien on his 5th anniversary as CEO of Pershing RIA unit
Tim Welsh gets the consulting godfather to open up about NetX360, how roll-ups roll and the tripling of custody assets at Pershing

Wednesday 9.19.12
Philip Palaveev: If it meant leaving Fusion behind, God knows what decision I would have made.

Philip Palaveev hangs out his shingle with a new consulting model for RIAs and a money-back guarantee
The former Moss Adams star will still serve the Fusion constituency but The Ensemble Practice LLC will let him spread his wings, too

Friday 9.7.12
Roger Hewins: We could end up with thousands of small clients.

A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software

Tuesday 9.4.12
Timothy Welsh: Campanale and his team were caught somewhat flat-footed when the story broke.

How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni

Thursday 4.26.12
Sandi Bragar: I don't know how they can invest that portfolio without knowing what it's supposed to do.

How RIAs like Aspiriant and United Capital are working to put financial planning back at the center of financial planning firms
It's expensive, hard work, hard to charge for, difficult to deliver and adds real value

Monday 4.23.12
Matt Lynch: Tiburon's challenge is to find the right people to respond to the volume of inquiries that come in.

Tiburon Strategic Advisors signs on ex-IBD CEO and ex-Moss Adams consultant as it strives to meet rising demand
Matt Lynch is coming aboard with Chip Roame as a principal after heading up Capital Analysts for the past five years

Thursday 3.22.12
Tom Bradley: We're not seeing any inroads to our business from these smaller players.

Tom Bradley answers 10 questions about TD Ameritrade's competitive stance in his 25th year
The industry veteran takes time out from TD's Orlando, Fla. conference to talk about about how his RIA custodian can compete with bigger and smaller competitors alike

Friday 2.3.12
Surfer's Paradise: In a Gold Coast setting, FPA Australia embraces risky reforms.

Eavesdropping on FPA Australia: The group is booting big-companies and pushing advisors hard to earn their CFPs
A mirror on the other side of the planet doesn't always reflect well on the United States

Wednesday 12.1.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Fresh, ripe but just the same. Differentiation is the advisor's big challenge.
10 shares
Why advisors fail to close prospects -- according to advisors

Envestnet's John Phoenix and Brian Hamburger clap hands at the high-energy confab
6 shares
The MarketCounsel Summit gets the RIA business out of its shell

Knut Rostad: Tony ... note to self: ‘Listen to Chuck, Jack and David.’
2 shares
What Tony Robbins should remember when he talks 'fiduciary'

Jon Stein: Efficiency is streamlined, but with human checks throughout the process.
2 shares
How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit

Adam Nash: We thought we were launching a product, but it turned out we were launching a category.
1 shares
Way ahead of the industry's clock, Wealthfront's high-net-worth cat leaps out of the bag -- keeping one robo 'pivot' ahead of Schwab


Get the RIABiz Today
Email Alert »