Timothy Welsh, ThinkAdvisor

Timothy Welsh


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.

Start free trial

  • Unknown
  • ThinkAdvisor
  • WealthManagement.com
  • Moneyish
  • Financial Planning

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