Articles tagged "Timothy Welsh"


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Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 — 6:56 PM UTC

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

February 16, 2016 — 7:19 PM UTC

At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speak

Mark Tibergien says Pershing has gotten BNY to chum the RIA waters with loans and anticipates a 'flood' of billion-dollar wirehouse breakaways

June 8, 2015 — 7:34 PM UTC

The MarketCounsel Summit gets the RIA business out of its shell

Sallie Krawcheck threw a cat amongst the pigeons; Tony, I-come-in-peace, Robbins, more so and Addepar's Eric Poirer emerged from his silicon cave

December 12, 2014 — 6:25 PM UTC

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 — 6:01 AM UTC

Peter Hess delivers Advent Direct specifics at AdventConnect as Dave Welling wows with Black Diamond's cloud advance

RIAs on a market high absorbed Advent Software's efforts to press skyward under rainy Las Vegas skies

September 11, 2014 — 3:40 PM UTC

Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down

With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears

May 6, 2014 — 4:24 AM UTC

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas

A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

April 28, 2014 — 6:13 AM UTC

Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title

The prize is Tom Valverde who Pershing replaces with Ben Harrison

April 17, 2014 — 3:20 PM UTC

LPL Financial tells its faithful in San Diego that a fuller-service, more dependent model will get corporate support

With Philip Palaveev overseeing the project, LPL is working to install more management expertise in the crazy-growth OSJs it both supports and competes with

August 22, 2013 — 3:46 AM UTC