@NexusStrategy

President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry

 Larkspur, CA
nexus-strategy.com
Joined August 2010
  • Tweets11.1K
  • Following1.9K
  • Followers5.3K
942Media
So, after 2.5 million miles, maybe time to leave @united ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? @Delta want me?
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So, after 2.5 million miles, maybe time to leave @united ? Gave up hope for upgrades despite 1k status for life. Literally, 1 for 40. 😝So, for cross country flights, just spend the $$ for the biz class and get text that they won’t have catering. Why stay?!? @Delta want me?
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For those who celebrate, Happy St. Patrick’s Day!
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Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/442…

Commonwealth’s ’23 Asset Haul a Record $15.9B

Commonwealth’s ’23 Asset Haul a Record $15.9B

financialadvisoriq.com
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Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--came…

Lights! Camera! Advisors Discover The Power Of Video Marketing

These advisors are producing videos to reach out to potential clients.

fa-mag.com
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If you missed T3 this year, check out my summary in @ThinkAdvisor Congrats to @FinTechie for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=share_…
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GMO Launches Nebo Wealth At #T32024 wealthmanagement.com/technol…

GMO Launches Nebo Wealth At T3

The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.

wealthmanagement.com
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Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-new…

Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team

The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.

wealthmanagement.com
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For those of you have left California, our gift to you! First day of winter. #NorCal.
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Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23
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It’s like they don’t know what day it is. #StoneTree 8 tee
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Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-new…

Sources: Focus Financial Firms To Consolidate

Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.

wealthmanagement.com
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If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies at.law.com/fE5LGq?cmp=share_…
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Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation riabiz.com/a/2023/11/3/schwa…
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SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/…

SEC looking into JPMorgan advisory fees, Wells cash sweeps

The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.

financial-planning.com
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Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-new…

Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable

Responding to advisor feedback in the wake of the TD Ameritrade transition, Schwab detailed a variety of updates to its custodial platform at IMPACT this week—and promised more on the way.

wealthmanagement.com
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There Is No Perfect CRM wealthmanagement.com/wealths…

Rehmann Financial: There Is No Perfect CRM

Amy Flourry, director of operations at Rehmann Financial, gives an honest assessment of the tech tools the $3 billion AUM RIA uses to drive business.

wealthmanagement.com
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Schwab Executives Offer Mea Culpa To Advisors Over TD Ameritrade Conversion Snafus fa-mag.com/news/schwab-execu…

Schwab Executives Offer Mea Culpa To Advisors Over TD Ameritrade Conversion Snafus

At the annual IMPACT conference, Schwab's execs acknowledged the rocky onboarding of accounts.

fa-mag.com
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Schwab CEO goes on defense against TD Ameritrade RIA critics citywire.com/ria/news/schwab…

Schwab CEO goes on defense against TD Ameritrade RIA critics

Walt Bettinger took a defensive stance towards criticism of his company’s integration of TD Ameritrade’s RIA custody business, downplaying some ex-TD advisors’ accounts of substandard service.

citywire.com
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Schwab again declines to say which staffers will get pink slips by Christmas to save $500-million in 2024 expenses, and the math remains sketchy riabiz.com/a/2023/10/18/schw…

Schwab again declines to say which staffers will get pink slips by Christmas to save $500-million...

Two months have passed since the Aug. 21, 8k announcement that Schwab expects to let go perhaps a thousand or more of its 32,000-member staff in 2023-- though it assures the layoffs won't be client...

riabiz.com
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