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Latest News | Bridgemark StrategiesKatherine Paulson2026-08-06T11:46:58-04:00

Bridgemark News

Sell-And-Stay Versus Sell-And-Leave Acquisitions

Jeff Nash2025-10-02T12:29:06-04:00September 2nd, 2025|

J.D. Power’s Findings on Advisors & AI

Jeff Nash2025-08-21T18:32:46-04:00August 21st, 2025|

Is Deal Fatigue in the Cards for the Balance of 2025? Not Likely.

Jeff Nash2025-09-09T13:03:02-04:00July 30th, 2025|

The Rise of the Horizontal RIA Aggregator

Jeff Nash2025-08-21T13:55:50-04:00July 8th, 2025|

WSR Honors Inaugural FAR 10 – Top Financial Advisor Recruiters

Katherine Paulson2025-10-24T10:48:21-04:00July 7th, 2025|

Wirehouses Are Waning. Is the Independent Broker-Dealer Model the Next Wave of Extinction?

Jeff Nash2025-06-07T22:03:11-04:00June 7th, 2025|

Separating Myth From Reality When Joining an OSJ

Jeff Nash2025-05-07T19:20:52-04:00May 7th, 2025|

AI in 2025: Revolution, Evolution or Disillusion?

Jeff Nash2025-04-01T19:37:31-04:00April 1st, 2025|

Is Wealth Management Counting its AI Eggs Before They’ve Hatched?

Jeff Nash2025-03-04T19:32:14-05:00March 4th, 2025|

What RIA Consolidators Will Be Looking For in 2025

Jeff Nash2025-02-06T15:35:21-05:00February 6th, 2025|

AI in 2025: The Known Unknown

Jeff Nash2025-01-05T14:51:19-05:00January 5th, 2025|

FINTECH VIEWS: 2024 – The Year of AI Escalation

Jeff Nash2024-11-24T20:53:12-05:00November 24th, 2024|

The Takeaway on TAMPs

Jeff Nash2024-11-06T00:00:54-05:00November 6th, 2024|

Switch to a New Firm or Sell the One I Have?

Jeff Nash2025-10-08T15:46:01-04:00October 10th, 2024|

A Graceful Exit Begins With A Well-Constructed Plan

Jeff Nash2025-10-08T16:48:33-04:00September 30th, 2024|

Recruiting Deals: Not What They May Appear to Be

Jeff Nash2024-09-04T00:00:48-04:00September 4th, 2024|

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