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Nexus Strategy

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	Title	Date Published
	Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit The idea is to create one service experience for assets held in both bank and brokerage accounts under a single advisor -- with Mark Tibergien calling all the shots.	Friday 5.17.13
	Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry	Friday 5.10.13
	What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it? It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources	Wednesday 5.8.13
	Mark Hurley drops a new wealth management prognosis on the industry with a zero-sum flavor With the best clients aging, RIA business will be shaped by how about 2,000 'tweener' firms react to fast-deteriorating business conditions	Monday 4.29.13
	Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements	Friday 4.19.13
	How RIAs are forcing mutual fund wholesalers to lead or get out of the way Numbers of internal salespeople are fast on the rise as the old-model external forces hit a plateau, according to Ignites research	Tuesday 4.9.13
	Sparks fly after FundFire reports that Merrill Lynch and Goldman Sachs are offering some RIAs their corner-office research The Financial Times publication stands by its story, but Merrill won't comment, making the fiery situation smokier; Goldman is unabashed	Friday 3.8.13
	NestWise is starting to take shape and take flight under LPL's wing -- and from under Schwab's shadow The San Fran-based venture, headed by a former Schwabie, is pioneering technology, mass-affluent retainers and choice of labor pool, for starters	Wednesday 2.13.13
	TD celebrates its $200 billion tipping point with an exuberant, VIP-rich conference in San Diego Malcolm Gladwell, Pat Benatar and Condi Rice were on hand as TD served notice it's going after the $28 trillion millennials will soon bring to the table	Monday 2.4.13
	A mini-Merrill springs up with its own broker-dealer and plans to grow Two former Merrill higher-ups brought aboard two teams of Merrill brokers -- and they're just getting started	Monday 12.3.12
	Schwab is set to connect RIAs outside its referral network to HNW investors through its 'Got-milk'-style campaign RIA Stands for You will use things like digital New Yorker ads, messaging and candid videos with RIAs is funneling down to phone calls from virgin prospects	Monday 11.19.12
	The 10 things Morgan, Merrill, UBS and Wells Fargo could do if they really, really wanted to stem the RIA tide Advisors are happy to hand over the blueprint to wirehouses because they're certain the firms are too fainthearted to execute it	Tuesday 10.9.12
	The FPA throws its annual gathering in a spirit of renewal after years of membership decline The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up	Wednesday 10.3.12
	A big Schwab RIA in Florida launches a mass-market venture with Placemark and Schwab as the key pieces Rich Steinberg is using, in effect, his own RIA as the manager to clients of a startup RIA, outsourcing the technology and counting on Schwab referrals	Monday 10.1.12
	Dynasty Financial recruits another field general from the Citi-Smith Barney army John Sullivan will do some of the heavy lifting from Chicago on advisor service and be a subject matter expert for lending	Wednesday 7.25.12
	Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab	Monday 4.30.12
	What the reincarnation of E.F. Hutton says about the pace at which RIA business is moving It's the latest in a series of recent ventures marked by infectious enthusiasm by founders -- and few details about their business plans	Tuesday 4.24.12
	Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'	Thursday 4.5.12
	Morningstar gives advisors a glimpse of fees RIAs are charging clients using PriceMetrix data Price histories of 20,000 advisors are now at the fingertips of many Advisor Workstation users	Monday 4.2.12
	As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3 The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways	Thursday 2.23.12
	Ben Brigeman is exiting Schwab and his position atop its retail business -- perhaps portending bigger changes The San Francisco-based company will have Andy Gill and John Clendening assume the duties	Thursday 2.9.12
	Fidelity hires Bob Oros as its new RIA sales chief The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano	Friday 1.27.12
	Starting 2012 with a bang, Schwab will place its private client business under a new RIA The Bay Area firm says it's making the move to avoid compliance clashes with ERISA; others say Schwab's riding the coattails of the RIA movement	Thursday 12.1.11
	After defecting from Schwab a year ago, Mike Golaszewski departs Pershing The techie helped develop strategies and websites for both companies	Monday 11.28.11
	Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator	Tuesday 10.18.11
	Merrill Lynch brokers brace for sweeping comp changes as Sallie Krawcheck departs BoA and takes her advocacy with her It's like 2008 all over again with some brokers just wanting out as clients question choice of employer, recruiter says	Wednesday 9.7.11
	Dreamforce review: Social media enters the business cloud and why RIAs should care Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors	Friday 9.2.11
	Laser App is showing the prosaic business form's sexy side at its San Diego conference Boring? Making the trip for the App Net event were folks from companies including: Schwab, TD Ameritrade, Pershing, Fidelity, Shareholders Service Group, Orion, Albridge, DST, Laserfiche, Redtail, MoneyGuidePro	Friday 8.19.11
	Schwab spells out the details of its franchise plan The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels	Wednesday 6.8.11
	IMCA delivers sobering content in high-rolling atmosphere of Las Vegas Shiller's downer message was tempered by Ben Mezrich; the conference buzz was the Advent-Black Diamond deal	Wednesday 5.18.11
	Cambridge, Commonwealth vault advisors into social media; the boost is mostly free, for now Will partnerships with, respectively, Socialware and Erado, translate into elusive growth-via-networking?	Friday 5.6.11
	Eavesdropping on the FPA Business Solutions conference: Mobile apps, web-based marketing -- and how you can make the most of the connected world At the conference-within-a-conference, advisors explored a tech ecosystem	Monday 3.7.11
	Eavesdropping on the T3 Pre-Conference Miami Vice-style South Beach strolling and hustling for integration deals mix in balmy breezes	Friday 2.18.11
	Schwab eyes massive branch network expansion using independent operators Leaner concept could become dominant retail channel for big San Francisco broker	Thursday 2.10.11
	HighTower makes an executive out of a partner to fine-tune advisor access to investments Former UBS advisor will simplify the bewildering investment-related choices afforded by open architecture	Wednesday 1.26.11
	What Tim Welsh had to do over Thanksgiving to break the FPA Australia story Detours through the sunburned land of Oz	Wednesday 12.1.10
	Eavesdropping on the FPA conference: a speech about scared investors resonates; and an embittered advisor speaks up Plus, a top expert offers the next level of advice on social media	Tuesday 10.12.10
	How the FPA's national conference is nudging large firms toward fiduciary care Merrill Lynch, Morgan Stanley, MetLife and others come as leopards looking to change their spots	Monday 10.11.10
	Advent founder urges advisors to steer away from 'disruptive' course of switching systems DiMarco cautions that a firm's ROI can be imperiled during the intense process	Wednesday 9.22.10
	Notes from the RIABiz one-year anniversary party The spirit of the RIA Business was strong at this backyard event	Monday 8.23.10
	Cetera lifts a high-end talent out of Pershing but can the IBD establish itself as a brand presence among advisors? Susan Theder left a big job and she is moving cross-country; she'll try to make 'Cetera' stand for more than the old ING Advisor Network in a new wrapper, analyst says	Thursday 7.1.10
	[Updated] Why Brian Stimpfl left TD Ameritrade and where he is headed A right-hand man to Tom Bradley takes a mid-career leap	Monday 4.12.10
	James Surowiecki has lessons for RIAs about marketing's mushy middle New Yorker writer warns against the amorphous marketing blob that GM and Dell succumbed to	Friday 4.2.10
	The FPA's practice management event boasts two hot speakers in its first day California entrepreneur and NSA star are among the top draws	Tuesday 3.2.10
	Schwab won't stop at wire transfer check-up calls in its quest for airtight security of RIA client assets Top service exec at big custodian says the tumult of the last 18 months led to the escalation of asset safeguards	Thursday 2.25.10
	The T3 conference has a rebellious air and the makings of success Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs	Friday 2.12.10
	Tom Bradley and Fred Tomczyk team up to give forward-looking state-of-the-TD Ameritrade speech The Omaha-based parent of the RIA custodian is launching a four-year push on technology	Thursday 2.4.10
	Industry consultants grow practices by taking on deadline projects Industry stars like Inveen, Roame, McGinness and Welsh are increasing revenues by shifting gears	Friday 9.11.09