Timothy Welsh
ThinkAdvisor
Larkspur, CA, United States
Contact Timothy
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Timothy:
5 Trends Shaping Wealth Management in 2023 and Beyond
These under-the-radar industry developments could have a big impact on your firm's strategic planning for this year and longer. → Read More
Why the RIA Custody Business Is in Play
The big custodians need scale to make profits, while rivals see the Schwab-TD deal as their chance to grab RIA clients. → Read More
What to Make of the Industry's First ‘Wealth Festival’
Co-hosted by Ritholtz Wealth and Advisor Circle, Future Proof turned the traditional notion of what an industry event can be on its head. → Read More
The Next Fintech Movement Coming to America
Canadian fintechs are taking a cue from Pamela Anderson and Justin Bieber and expanding into the U.S. market. → Read More
An Inside Look at the Technology Advisors Like
Joel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn’t. → Read More
Fintech Startups Vie for Funding at ScratchWorks Season 4
Three finalists had 15 minutes each to win deep-pocketed investors over. → Read More
Why Wealthfront Sold Out to UBS
UBS made Wealthfront an offer that the robo-advisor and its VC backers couldn’t resist. → Read More
AI Bringing Sexy Back to the Back Office
Tech that helps the average advisor has long been promised. Well, it’s here. → Read More
Are Custodians Tilting at Windmills?
Putting “unified and integrated” all in one advisory tech system is a dream of every custodian. But history hasn’t been kind. → Read More
Why the Wirehouse Advisor Is Still Alive — and Kicking
While many advisors have left the wirehouse firms the majority of top-producing reps chose to stay. Here's why. → Read More
New Deals, Other Efforts Lead Orion’s Platform Play
The firm’s in-person conference, a welcome change, provided an inside look at innovative plans and other insights. → Read More
How Direct Indexing Can Save the Investment Management Industry
There is new hope for active managers who have been losing market share to the passive side of the business. → Read More
The Dark Side of Technology Consolidation
What can firms learn from Riskalyze’s recent (and then retracted) marketing campaign which zeroed in on its competitors? → Read More
Axos Bought E-Trade's $23B RIA Custody Unit for a Song. What Happens Next?
When Morgan Stanley chose to “unload” E-Trade Advisor Services it birthed a new challenger to RIA custody giants. → Read More
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled Them
Once thought to be the end of human advisors this technology has instead helped the business focus and improve. → Read More
The Curious Plight of the Independent Broker-Dealer
Change is afoot in the IBD space and “RIA-ifying” appears to be the chosen path. → Read More
What if Walmart Launches a Robo-Advisor?
The fact that wealth management is a highly regulated industry may protect it from this threat for now, but likely not forever. → Read More
How to Build the ‘Perfect’ Advisory Firm
It’s not rocket science but it does require a tight game plan to address seven key business areas. → Read More
ScratchWorks Invests $5M in 3 Wealthtech Startups
Pairing wealthtech firms and top RIA investors brings suspense and cements the event's biggest deal to date. → Read More
Why Small Is the New Big for RIAs
While “scale” is today’s industry buzzword most advisory firms can survive and thrive despite their relative size. → Read More