Bridgemark Strategies

26/09/2024

Don’t miss the latest thought leadership piece in AdvisorHub from Bridgemark CEO and Co-founder Jeff Nash. The article, “Recruiting Deals: Not What They May Appear to Be” is a thoughtful look at the past, present and future of recruiting – delivered by an industry expert who is EXACTLY who he appears to be: an insightful observer of, and participant in, all things M&A and recruiting in the wealth management space. It’s a worthwhile read!

It is imperative for financial advisors to be realistic and attentive to the details when entering into transition deals.

26/09/2024

What’s the future of PE in wealth management over the next 10-15 years? Don’t miss the latest thought leadership piece by Bridgemark Strategies’ co-founder and CEO, Jeff Nash, in WealthManagement.com.

Check out Jeff’s analysis and assessment of which firms will be best positioned to boost their value in our evolving industry. It’s a great read on an important topic!
https://www.wealthmanagement.com/business-planning/when-pe-tempo-slows-will-ria-sellers-miss-beat-not-necessarily

Firms that have developed a structure to spur organic growth, not just through acquisitions, are the most likely to retain or boost their value.

26/09/2024

Bridgemark Strategies, CEO and Co-Founder, Jeff Nash, is in the news again, sharing his expertise with the readers of Wealth Solutions Report! Jeff added his insights to a new WSR article discussing the potential consequences of the increasing instances of larger firms taking equity states in smaller firms they already serve. Lots of interesting points and potential issues are raised. Be sure to check out the article!

Advisory Firm Execs, Consultants Weigh The Pros And Cons of Larger Firms Taking Equity Stakes In Smaller Firms

03/08/2020

Whatever the doomsayers might want you to think, look for the recruiting wars among broker/dealers to intensify in the final half of 2020.

28/04/2020

Now more than ever Financial Advisors should treat themselves as a client and assess their own preparedness.

Financial advisors always advise their clients to prepare for what’s ahead; they should take their own advice and look out for the future of their firms.

13/04/2020

Happy to be able to contribute to this article.

Independent broker-dealers take a page from the RIA handbook.

30/03/2020

Market is down 30% and people are being furloughed and Morgan Stanley is deferring a production increase requirement for an extra six months.

Citing the “enormous challenges” its advisors are facing amid the coronavirus pandemic, the company delays for six months changes that could reduce some advisors’ compensation.

30/03/2020

Not all OSJs are created equally, and some don't have the scale needed to be an RIA.

Large super-OSJs without their own RIA need to consider the risks of decelerating growth and irrelevance over the long run.

23/12/2019

Happy Holidays from Bridgemark Strategies -

13/12/2019

This was a great panel discussion at the Market Counsel Summit in Miami addressing the challenges of a transition.

22/08/2019

Excited about this new partnership and working with the folks at Chalice.

The network has partnered with BridgeMark Strategies of Charlotte, N.C.