Jeff Nash

1 month ago | advisorhub.com | Jeff Nash

The Office of Supervisory Jurisdiction, or OSJ, has been a staple of the broker-dealer community for decades. In an industry where advisors constantly weigh the responsibilities and freedoms accompanying independence, the OSJ model strikes a Goldilocks-like balance between the two that many advisors consider “just right.” However, like an extra layer of clothing in winter, it can both protect and constrain advisors who have chosen to operate within the model.

2 months 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.

Mar 4, 2025 | 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.

Feb 11, 2025 | 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.

Feb 11, 2025 | 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.