Articles tagged "Nexus Strategy"


HeadlinePublish date

Fidelity begins search for new RIA national sales manager as Bob Oros goes millennial, vacating a prized position

The kids pioneered the mindset but now the Oroses of the world grab quality-of-work, make-a-difference opportunities that their experience allows them to command

January 14, 2017 — 1:51 AM UTC

Fidelity warns on the fees RIAs charge as growth of their practices falter yet lower prices aren't the answer

The Boston custodian calls attention to pedestrian 2015 organic net new growth of 6.7% as sign that clients are baffled about what exactly they are paying for

December 20, 2016 — 7:13 PM UTC

Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome

Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee

December 15, 2016 — 6:11 PM UTC

Why the LPL-Schwab merger rumor making the rounds makes more sense the harder you look

The Boston- and San Francisco-based companies each lead independent channels and redundancies are scarce

November 18, 2016 — 1:15 AM UTC

Joel Bruckenstein settles suit with Bill Winterberg

The rare internecine RIA dispute caused a wound that can now begin to heal

November 8, 2016 — 11:30 PM UTC

Coming RIA custody fees and a new recruiting war catch the attention of deal hounds in Manhattan

At ECHELON event at NYAC, action items aplenty assaulted attendees -- especially with Apr. 30 looming

October 21, 2016 — 9:49 PM UTC

Skip Schweiss awakens FPA NorCal crowd with must-do DOL laundry list that starts with IRA billing and the need for chief laundering officers

The regional event in San Francisco with national draw -- even global draw -- gets a guy from Scotland to keep its lofty reputation up there

June 3, 2016 — 2:07 PM UTC

After being jostled by a lawsuit, CFP Board makes bold play to inoculate itself against future ones

Due caution or paranoia? Either way, a sour whiff of FINRA self-protectionism pervades

March 25, 2016 — 9:32 PM UTC

Schwab's grand plan to alleviate its 300-to-1 customer-to-advisor crunch gets indefinitely shelved

The San Francisco-based broker has also toned down its talk of branch expansion -- even as Fidelity, at 190 centers, gains on Schwab

February 16, 2016 — 8:45 PM UTC

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 — 7:46 PM UTC