Nexus Consulting

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  Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow

  By Editorial Staff  |  December 21, 2012

  The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.

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  Tom Giachetti's 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  December 21, 2012

  Tom Giachetti doesn’t mince words.

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  Tom Giachetti’s 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  November 30, 2012

  The federal compliance picture: What SEC examiners want. The local compliance picture: State examiners "are not your friends."

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  What Advisors Need to Know Before Going Independent

  By Marlene Y. Satter, AdvisorOne  |  September 25, 2012

  A webinar hosted by AdvisorOne presented guidance on how advisors can decide whether to break away—and if so, some of the essentials they should know to make it a successful move.

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  Advisors Going Independent: The Issues, the Costs, the Payoffs

  By James J. Green, AdvisorOne  |  September 19, 2012

  A Sept. 25 Web seminar featuring Tom Giachetti, Tim Welsh and David Patchen addresses the key issues for any advisor looking to 'break away' from a wirehouse, change broker-dealers or go completely independent as a RIA.

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  Three-City Workshop Will Address Integrating CRM and ECM

  By James J. Green, AdvisorOne  |  October 4, 2011

  Compliance workshop features Tom Giachetti, Greg Friedman and Tim Welsh on benefits of software integration.

• Group Think

  By Kara P. Stapleton  |  January 1, 2009

  ? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...