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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

Award Winners

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Wealth Managers React After EU And US Clinch Trade Deal

OPINION OF THE WEEK: Concentration Risk Endures, But Possibly Less Severe

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What's New In Investments, Funds? – Citigroup's "Strata Elite Card"

Hedge Fund Assets Hit Record High In H1 2025

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UBS Profits Climb In Q2 2025

EXCLUSIVE: SEI Explains Its Wealth Management Play

With Advisors Transitioning Businesses, Beware Asset Losses – Study

Expansion-Minded SEI Says Q2 2025 Income, AuM Rises

Citigroup's Wealth At Work Unit Evolves

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