Jeff Nash

Managing Editor, CNBC Investing Club at CNBC

Managing editor, https://t.co/FNmWSgQzKm.

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Articles

AI in 2025: Revolution, Evolution or Disillusion?

3 weeks ago | advisorhub.com | Jeff Nash

When it comes to AI, the future is now. Tech visionaries (not to mention a wealth management industry that’s facing a 100,000 financial advisor shortfall) are placing heavy bets on AI and its potentially transformative ability to enhance productivity. There’s good reason for it. AI is already driving efficiency gains, with its algorithms helping financial advisors get more done more quickly in areas including marketing, risk management, data analysis, and model portfolio creation.
Is Wealth Management Counting its AI Eggs Before They’ve Hatched?

1 month ago | advisorhub.com | Jeff Nash

Like all industries, wealth management has its challenges. One that has been looming large for years concerns demographics: there is a stark – and demonstrable – decline in the number of financial advisors: the industry currently has more advisors age 80 and above than under age 30. A recent McKinsey study has verified what such long-known demographic trends have forecast: the industry is on the cusp of a profound financial advisor shortage.
What RIA Consolidators Will Be Looking For in 2025

2 months ago | wealthmanagement.com | Jeff Nash

Bigger is better only when growth is good. Jeff Nash, CEO and co-founder, Bridgemark StrategiesThis year is poised to usher in a number of changes within the wealth management industry – some inconsequential, others impactful, most somewhere in between. For example, industry-wide concerns, including the demographics-driven shortage of advisors and increased demand for advice resulting from the Great Wealth Transfer, will give rise to innovative solutions that deliver personalization at scale.
Jeff Nash | WealthManagement

2 months ago | wealthmanagement.com | Jeff Nash

Jeff Nash is Chief Executive Officer and Co-Founder of Bridgemark Strategies, a national consultancy firm that helps financial advisors evaluate and execute transitions – from changing broker-dealers to starting or joining an RIA – and also provides comprehensive M&A, succession planning and buy/sell guidance within the financial advisory space.
What RIA Consolidators Will Be Looking For in 2025

2 months ago | wealthmanagement.com | Jeff Nash

This year is poised to usher in a number of changes within the wealth management industry – some inconsequential, others impactful, most somewhere in between. For example, industry-wide concerns, including the demographics-driven shortage of advisors and increased demand for advice resulting from the Great Wealth Transfer, will give rise to innovative solutions that deliver personalization at scale.
When to dump a troubled stock and when to trim a winner

2 months ago | cnbc.com | Jeff Nash

Investing for the long term is our mandate at the Investing Club with Jim Cramer. However, in the short term, there can be unfavorable factors that impact a company's fundamentals, and a winning stock can turn into a losing trade. On the other hand, when stocks are rising, investors have a dilemma — albeit a good one: When is it time to pare back winning positions and take some profits? Before taking any action, you need to be informed. "Buy and homework," as Jim likes to say.
AI in 2025: The Known Unknown

Jan 5, 2025 | advisorhub.com | Jeff Nash

Ah, the possibilities! Excitement about the potential that comes with the dawn of a new year is common – and sometimes that potential turns out to be exaggerated. But I believe those looking forward to all that 2025 will bring may actually be onto something … particularly in the wealth management space. I expect 2025 will be remarkable for our industry in a number of ways.
The Takeaway on TAMPs

Nov 6, 2024 | advisorhub.com | Jeff Nash

In today’s increasingly complex wealth management arena, independent financial advisors are tasked with delivering a top-tier client service experience and navigating an evolving industry ecosystem, all while building a practice they can be proud of. Since there are still only 24 hours in a day, how can advisors deliver optimally on all fronts?
Switch to a New Firm or Sell the One I Have?

Oct 10, 2024 | advisorhub.com | Jeff Nash

The Eternal Conundrum for Financial Advisors Gets More Complex Every DayShould I stay or should I go? The Clash didn’t have financial advisors in mind when they posed this question in song, but it has been resonating in the RIA space, where one of the most popular questions I receive from advisors is, “Should I sell my business or just change firms?”I have had the opportunity to work with thousands of advisors over the last 25+ years.
Recruiting Deals: Not What They May Appear to Be

Sep 4, 2024 | advisorhub.com | Jeff Nash

Industries, like people, respond to the environment in which they operate. The resultant cycles and trends offer businesses, and the people operating within them, the opportunity to adapt in order to thrive within evolving ecosystems. Darwin was onto something. With this as a backdrop, I thought it would be interesting to take a look at how the recruiting function in wealth management has transformed over time and what is driving the changes we are seeing.