Bridgemark Strategies Press

Explore the latest Bridgemark Strategies press.

Bridgemark Strategies Embarks on New Stage of Expansion with Three Key Hires Who Bring 50 Years of Advisor-Facing Consulting Experience

prnewswire.com

Addition of Jason Hawn, Timari Robison and Travis Boak comes after 2023’s successful launch of the Bridge Marketplace curated advisor database. Read more about it, and hear from our CEO and Co-Founder, Jeff Nash in the press release below.

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Bridgemark Strategies Launches Bridge Marketplace

prnewswire.com

What better way to do that than to build a bridge … Bridge Marketplace! Our new, innovative database is the first and only search engine to support financial advisors seeking like-minded successors by geographical area. Read more about it, and hear from our CEO and Co-Founder, Jeff Nash in the press release below.

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How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors

Dwealthnews.com

Jeff Nash Founder & CEO of Bridgemark Strategies joined a host of industry leaders to discuss the importance of a robust tech stack for advisors considering independence.

 

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Advantage Goes to Advisors

fa-mag.com

Jeff Nash Founder & CEO of Bridgemark Strategies shares his thoughts on the current recruiting landscape in #wealthmanagement.

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The Right Stuff: How Wealthtech Can Amp Up a Firm’s Value Proposition With Recruits

advisorhub.com

Jeff Nash Founder & CEO of Bridgemark Strategies delves into this topic, capturing the insights of three of our industry’s top Wealthtech experts.

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Goldman Sachs adds another feather to its asset custodian cap

financial-planning.com

Jeff Nash Founder & CEO of Bridgemark Strategies comments on Goldman Sachs entering the custody business and why competitors like Charles Schwab and Fidelity Investments should think twice.

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Is Sieg’s Departure ‘Beginning of the End’ for Merrill’s Thundering Herd

thinkadvisor.com

Jeff Nash Founder & CEO of Bridgemark Strategies comments on the departure of Andy Sieg from Bank of America Merrill Wealth Management to become chief of Citigroup’s Global Wealth unit is begging the question of what’s next for Merrill’s advisors and the brand itself.

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Haven Tower Group Expands Board of Advisors

prnewswire.com

Jeff Nash Founder & CEO of Bridgemark Strategies joins the Board of Advisors of Haven Tower Group LLC, along with four other C-Suite executives.

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Key Considerations for Financial Advisors Switching Firms

advisorhub.com

Jeff Nash Founder & CEO Of Bridgemark Strategies Discusses Advisor Transitions and Important Key Questions To Answer Before Taking Steps to Move Forward

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Bridgemark’s Nash On Making Your Best Transition

wealthsolutionsreport.com

Jeff Nash Of Bridgemark Strategies Discusses ‘Feel, Fit And Financials’ When It Comes To Advisor Recruitments And M&A Deals

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How Will a Capital Gains Tax Hike Affect Red-Hot RIA M&A Market?

Investmentnews.com

Many RIA sellers who were already contemplating an exit in the near- to mid-term are likely to see the handwriting on the wall and scramble to complete their sales before the tax increase takes effect.

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Navigating the Blurring Lines Between M&A and Recruiting

Investmentnews.com

The competition for high-quality advisers and advisory firms, combined with an insatiable thirst for growth, is creating more choices for advisers as to both whom they partner with and how they choose to structure that relationship.

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