Nexus Consulting

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...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.