Blog
Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!
‘Tis the season – for income tax: Make financial and tax planning easier on yourself this year
Topic:
Tax Planning
Excerpt:
Tax season comes but once a year (thankfully!) and there are some things you can do to make it easier on yourself. I have put together a few helpful
CRM2: The Nexus Approach to our CRM2 Reports
Topic:
CRM2
Excerpt:
With changing securities regulations coming into effect, investment firms are now required to provide individual investors with specific additional in
Benchmarks Explained
Topic:
CRM2
Excerpt:
A benchmark is defined as “a point of reference from which measurements may be made”, or “something that serves as a standard by which others may be
It’s 2017! A Peek Into The Future
Topic:
Human Interest
Excerpt:
So, what’s up for 2017? Who knows? At Nexus, we regularly tell you that nobody can predict the future. But, then again, with confidence, here is my
Financial Literacy Month
Topic:
Wealth Planning
Excerpt:
Did You Know November Was Financial Literacy Month?
CRM2: Measuring Your Returns, The Right Way
Topic:
CRM2
Excerpt:
What’s the right way to determine the greatest baseball pitcher of all time?
CRM2: Delivering Value in the Nexus Fee Structure
Topic:
CRM2
Excerpt:
This article is the second in our series addressing the implementation of CRM2 regulations by investment dealers and investment managers, and will
Is Healthy Eating Just For The Rich?
Topic:
Pearls of Wisdom
Excerpt:
Such is the title of an interesting research piece published by U.S. investment dealer, Sanford Bernstein, over the summer. Bernstein analyst, Alexia
In Case of Emergency, Break Glass
Topic:
Wealth Planning
Excerpt:
A few weeks ago I stumbled across a snippet on the web about an unusual wedding gift. It arrived from the bride’s great aunt with instructions not to
