Articles written by Guest Columnist Tim Welsh


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SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

'Intense' SS&C CEO Bill Stone let 1,000-strong attendees know they are part of $500-million cash cow not afraid to make strategic purchases

September 15, 2017 — 7:10 PM UTC

Eric Clarke keeps FUSE lit by rebalancing deep-suburbia hackathon with BlackRock and DFA real economiks

The event's subversive air drew the local police, yet again, to the door of the Park City, Utah weekend hackathon

September 11, 2017 — 6:43 PM UTC

With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

May 1, 2017 — 4:14 PM UTC

Tim Hockey invites channel-conflict question before TD Ameritrade's RIAs, sets good tone at LINC conference

New CEO plants question with his own PR interrogator, relieving tension, albeit with a stock answer, and allowing a successful event to unfold

February 6, 2017 — 6:22 PM UTC

As Bernie Clark and Walt Bettinger go on offense, LPL and Wells Fargo names get named and a B2C robo dry-up gets foretold at Schwab IMPACT in San Diego

The Schwab CEO, buoyed by his robo, robust quarterly results and DOL fallout at competitors is on offense -- a state of being RIAs can relate to

October 28, 2016 — 6:41 PM UTC

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

April 25, 2016 — 7:41 PM UTC

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

May 4, 2015 — 7:37 PM UTC

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

San Diego event celebrates emerging advisors and their emerging custodian

April 27, 2015 — 5:37 PM UTC

A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs

The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city

November 10, 2014 — 7:57 AM UTC

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

January 23, 2014 — 6:21 AM UTC

Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of the progressive from RIAs

From signage to stationery to T-shirts to a new tech platform, Advent aims to move past its safe-as-houses reputation and up into the cloud

September 23, 2013 — 6:24 PM UTC

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

September 18, 2013 — 3:30 AM UTC

RIAs who trade very much seek to know more at a mile-high NAAIM Conference

The 24-year-old group makes its first dedicated market hire and continues to demand respect

May 2, 2013 — 8:11 PM UTC

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

April 29, 2013 — 6:04 PM UTC

How the FPA sexed up its 2013 Business Solutions Conference

One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes

March 11, 2013 — 6:07 AM UTC
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