Tim Welsh
@NexusStrategy
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President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Larkspur, CA
Joined August 2010
Commonwealthâs â23 Asset Haul a Record $15.9B
financialadvisoriq.com
Commonwealthâs â23 Asset Haul a Record $15.9B
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Lights! Camera!: Advisors Discover The Power Of Video Marketing
fa-mag.com
These advisors are producing videos to reach out to potential clients.
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If you missed T3 this year, check out my summary in @ThinkAdvisor Congrats to @FinTechie for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer
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Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team
wealthmanagement.com
The $2 billion AUM Stafford Schauer Private Wealth Team joins Arax's Ashton Thomas Private Wealth from Deutsche Bank.
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Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23
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Sources: Focus Financial Firms To Consolidate
wealthmanagement.com
Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.
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If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies
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Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation
riabiz.com
Behind every layoff a human story as pink slip to an 'unbelievable talent' epitomizes company's determination to cut $500 million in expenses.
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SEC looking into JPMorgan advisory fees, Wells cash sweeps
financial-planning.com
The inquiry into Wells Fargo comes at a time when clients can often secure much better rates of return through money markets and certificates of deposit.
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Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable
wealthmanagement.com
Responding to advisor feedback in the wake of the TD Ameritrade transition, Schwab detailed a variety of updates to its custodial platform at IMPACT this weekâand promised more on the way.
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Schwab Executives Offer Mea Culpa To Advisors Over TD Ameritrade Conversion Snafus
fa-mag.com
At the annual IMPACT conference, Schwab's execs acknowledged the rocky onboarding of accounts.
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Schwab CEO goes on defense against TD Ameritrade RIA critics
citywire.com
Walt Bettinger took a defensive stance towards criticism of his companyâs integration of TD Ameritradeâs RIA custody business, downplaying some ex-TD advisorsâ accounts of substandard service.
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Schwab again declines to say which staffers will get pink slips by Christmas to save $500-million in 2024 expenses, and the math remains sketchy
riabiz.com
Two months have passed since the Aug. 21, 8k announcement that Schwab expects to let go perhaps a thousand or more of its 32,000-member staff in 2023-- though it assures the layoffs won't be client...
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