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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, February 13, 2013 – 5:44 AM by Kelly O'Mara
Admin:
no description available
Esther Stearns: We are not really recruiting advisors in the sense LPL does. We're training them to become good advisors.

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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh




Greg Hobson

Greg Hobson

February 15, 2013 — 2:15 AM

Does this company know what’s it doing? Nest wise has the worst website ever. At least personal capital is like progressive and is backed by reputable VC firms.

Didn’t Schwab go downhill a while back? Just sayin.

NestWise probably doesn’t even have one paying customer.

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