RIAs

FINTECH VIEWS: 2024 – The Year of AI Escalation

2024-12-02T21:02:39-05:00

FINTECH VIEWS: 2024 – The Year of AI Escalation by Jeff Nash, Founder & CEO, BridgeMark Strategies Published November 24 on Digital Wealth News As we prepare to close the book on 2024, many of us will reflect upon what happened during the year, why it mattered and what it may portend. I’m one of those people. However, for me, this exercise is always more forward-looking than nostalgic. 2024 has had a number of noteworthy events – from a pivotal U.S. election, to the 33rd Olympiad in Paris, to geopolitical unrest. What among them will your descendants still be talking about in 50 or 75 years? That’s a tough question to answer, and also a fun one to consider as 2025 beckons. I find myself categorizing items into two distinct silos: events so impactful, they served as a line in the sand, effectively demarcating what came before and what came [...]

FINTECH VIEWS: 2024 – The Year of AI Escalation2024-12-02T21:02:39-05:00

The Takeaway on TAMPs

2024-11-14T00:22:02-05:00

The Takeaway on TAMPs by Jeff Nash, Founder & CEO, BridgeMark Strategies Published November 6 on AdvisorHub.com In today’s increasingly complex wealth management arena, independent financial advisors are tasked with delivering a top-tier client service experience and navigating an evolving industry ecosystem, all while building a practice they can be proud of. Since there are still only 24 hours in a day, how can advisors deliver optimally on all fronts? For many advisors, leveraging the services of a TAMP (turnkey asset management program) is a viable option for meeting their myriad obligations efficiently and cost-effectively......Read More

The Takeaway on TAMPs2024-11-14T00:22:02-05:00

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

2024-11-14T00:16:39-05:00

Switch to a New Firm or Sell the One I Have? by Jeff Nash, Founder & CEO, BridgeMark Strategies Published October 10 on AdvisorHub.com The Eternal Conundrum for Financial Advisors Gets More Complex Every Day Should I stay or should I go? The Clash didn’t have financial advisors in mind when they posed this question in song, but it has been resonating in the RIA space, where one of the most popular questions I receive from advisors is, “Should I sell my business or just change firms?” I have had the opportunity to work with thousands of advisors over the last 25+ years. In earlier generations, advisors typically were set in their thinking and took the traditional route of selling their businesses when the time came – and these were primarily advisors who planned to retire within one or two years. Today, the decision has become more muddied as enterprises [...]

Switch to a New Firm or Sell the One I Have?2024-11-14T00:16:39-05:00