INSIGHTS

NCP's professionals contribute regularly to the industry press about topics about and concerning the wealth management industry. Below are some recent examples.

DIRECT INDEXING TO CHALLENGE ETFs' DOMINANCE

Just as ETFs disrupted the wealth management industry in the early 2000s, so too is direct indexing poised to do so now. Here's why individual investors are poised to benefit. (Peter Nesvold, Forbes, 10/5/20)

NCP TAKES STAKE IN $16 BILLION STRATOS WEALTH

Veteran RIA investment banker Peter Nesvold has launched his own investing business — and for his first act, has taken a minority stake in Stratos Wealth Holdings, which comes along with a seat on the Stratos board. (Peter Nesvold, CityWire RIA, 9/27/20)

FINANCIAL PLANNING'S HERO OPPORTUNITY

COVID-19 has devastated the finances of tens of millions of Americans. The financial planning industry has a "hero opportunity" to provide pro bono assistance. Here's how to help. (Peter Nesvold, Forbes, 8/18/20)

STEVE COHEN IS BETTER FOR THE METS THAN A-ROD

The sale process of the New York Mets offers insight into why many turnarounds fail. Key variables include streamlined decision making and the propensity to make substantial financial sacrifices to effect change. (Peter Nesvold, Forbes, 7/23/20)

THE EMPEROR HAS NO CLOTHES!

Are investors misinformed about private equity returns? A new study from Oxford University raises important questions. (Peter Nesvold, Forbes, 7/7/20)

ANTITRUST HAWKS SPOT NEW PREY

Selected members of Congress are using the COVID-19 crisis to expand the reach of antitrust laws. (Peter Nesvold, CNBC, 5/28/20)

PE STILL LOVES WEALTH MANAGEMENT

Despite COVID-19 lockdowns, private equity still covets the wealth management industry. (Peter Nesvold, Forbes, 5/1/20)

EVALUATING YOUR FIRM WITH THE FUTURE IN MIND

PODCAST: Peter Nesvold speaks with Jeff Concepcion of Stratos Wealth about succession planning in the wealth management industry.

THE FUTURE OF FINTECH: PE PERSPECTIVES

PODCAST: Peter Nesvold speaks with BDO about the outlook for private equity in fintech for 2020. (Peter Nesvold, 12/2/19)

© 2020 by Nesvold Capital Partners LLC.