News, Vision & Voice for the Advisory Community


Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

Author Timothy Welsh October 31, 2011 at 12:37 AM
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David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

Dan Skiles


Tim Welsh


Mark Hurley


David Welling


David Canter


Dan Silver


Michael Nathanson

Craig Morningstar

Craig Morningstar

November 5, 2011 — 2:29 AM

Another good story about the real value of Practice Management.

With Advisors making better business choices, the focus of practice management changes from tactics to strategy. Many Advisors get caught in the trap of making less-than-effective technology decisions, which result in below average systems, poor deliverables, wasted staff resources, lower profits, practice distractions and much more.

Outsource firms offering complete services, full support, back office support and above average technologies, can and do fix or eliminate many of the problems caused by less than effective choices.

To look at it another way, would you like to spend every day in a house that was built a room at a time (Advisor built solutions based on parts that don’t fit together)?

Or would you like to spend every day in a house professionally designed, built and managed to increase your business efficiency (A complete and full service outsource firm)?

The sad part is, many don’t learn of the difference until years later.

Dynamic Wealth Advisor is a professionally designed, built and managed outsource solution for RIAs and IARs.



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May 7, 2024 at 5:04 AM

Michael Nathanson's new post as Focus CEO could create an 'apparent conflict' with his duties at Colony Group, which is snapping up billions in Focus RIA assets -- but 'partners' now have one of theirs in the power seat

The CEO of Colony, the $22-billion Boston RIA, is buying $10.4-billion GW & Wade from Focus, making him buyer and seller, as he takes the reins as first permanent Focus CEO since Rudy Adolf.

May 1, 2024 at 3:02 AM

David Canter accepts demotion at Bluespring after zero closed deals in 2023, but only 14 months on the job is hardly a 'fair testing period,' M&A expert says

Stuart Silverman is replacing Canter on an interim basis after Canter replaced him as president 14 months ago; Canter accepted a 'senior advisor' job to hire his permanent replacement

August 25, 2023 at 3:18 AM

Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market

The former CEO and president of Emigrant Partners has launched the Constellation Wealth Capital Fund with a ten-figure funding target.

August 18, 2023 at 3:56 AM

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Mentioned in this article:

Nexus Strategy
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Top Executive: Timothy D. Welsh

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