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News, Comment & Analysis results for Nexus Strategy

People Moves
February 12, 2025

High Drama At Hightower: New CEO, Many Questions

The CEO of Chicago-headquartered Hightower Advisors, Bob Oros, is leaving the firm and is being

Strategy
October 7, 2024

ANALYSIS: Envestnet’s Future Under Bain Capital

Our US correspondent gets deep into the details of changes taking place at the firm that has been

Strategy
October 2, 2024

ANALYSIS: Wurster’s Challenge At Schwab: Don’t Screw Things Up

Our US correspondent looks at the change at the top of the US brokerage and financial services

M and A
July 12, 2024

Industry Expects Envestnet Restructuring After Bain Purchase

Our US correspondent delves into the story behind Bain Capital's purchase of Envestnet this week,

Strategy
February 8, 2023

What Does PE Buyout Of Focus Financial Mean For RIAs?

This news service delves into the details around the recently-reported private equity bid for

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Strategy
June 21, 2022

NEWS ANALYSIS: Should Envestnet Be Worried?

This news service delves into what has been a tumultuous year for Envestnet, one of the largest

Strategy
April 19, 2022

Does The CI Financial IPO Make Sense?

This news service casts an eye over the recent splurge of wealth management acquisitions by

Comment & Analysis results for Nexus Strategy

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WealthTalk - Expert View Videos

WealthTalk –

Investment Strategies | 24 October 2024

WealthTalk – "Autocracy Risk" And What It Means For Investors

Duration: 15.90m

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Who's Moving Where In Wealth Management? – Foundation Source, RBC Wealth Management US

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How RIAs Are Reacting To – And Preparing For – New AML Rule

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Fires, Floods And Other Threats: Managing Risks To Fine Art

US "Gold Card" Program Highlights Fight For International HNW Money

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