NestWise is starting to take shape and take flight under LPL's wing -- and from under Schwab's shadow
The San Fran-based venture, headed by a former Schwabie, is pioneering technology, mass-affluent retainers and choice of labor pool, for starters
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Another RIA whisperer, Julian Lopez, has left Schwab Advisor Services after 24 years to join LPL, which he sees as more advisor-focused and 'entrepreneurial'
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Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
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Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
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LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Greg Hobson
Does this company know what’s it doing? Nest wise has the worst website ever. At least personal capital is like progressive and is backed by reputable VC firms.
Didn’t Schwab go downhill a while back? Just sayin.
NestWise probably doesn’t even have one paying customer.
