Articles written by Guest Columnist Timothy D. Welsh
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BNY Mellon uses Pershing INSITE 2022 to let RIAs know it has its own dog in the fight with Pershing X, which BNY owns to sell to Pershing RIAs -- or anybody else
The $474-billion bank's relationship with Pershing just got far more complex as it puts its belief in ringer, Ainslie Simmonds -- who is being given a long rope to tie up loose ends.
June 18, 2022 at 2:29 AM
Joel Bruckenstein delivers full-bore Texas T3 to record attendance, complete with news reports from Orion, Morningstar and others that were fortuitously timed
The RIA software guru got 1,000 people to Denton where data was the hot topic, and robo and crypto got short shrift.
May 5, 2022 at 3:05 AM
RIA buyers charge to Newport Beach moaning a familiar refrain: Not enough sellers! Yet, not one believes that RIA M&A is a bubble... much
Roll-ups, serial buyers and merger-minded RIAs still want to deals but fears creep up -- especially for $1B-plus AUM RIAs -- too much money is chasing too few deals.
September 9, 2019 at 9:00 PM
As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup's market power is catching up to his mind share
Blogger Kitces and co-founder Alan Moore get buy-in and growing success for hundreds of advisors betting on mass affluent investors
September 28, 2018 at 7:29 PM
Pershing CEO Lisa Dolly flaunts size and software at INSITE 2018
The new leadership continues to push RIAs to see the custodian as less niche but more nimble
June 11, 2018 at 7:33 PM
TD Ameritrade brings tears and cheers to RIAs in Orlando
A little girl blindsided attendees with heart and TD's Veo Village took on a life of its own
February 5, 2018 at 6:13 AM
Bernie Clark uses Schwab IMPACT 2017 as pulpit to preach Schwab scale as firewall to blaze of dystopian big-data future
With no RIA deliverable to pitch, Charles Schwab & Co. execs presented their go-big, 'no goals' vision for managing accelerating external change
November 17, 2017 at 10:45 PM
Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat
The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns
October 2, 2017 at 9:00 PM
How a Personal Capital exec electrified the NorCal FPA crowd with DOL details, relegating Jeff Gundlach and other stars to a dimmer sparkle
John Castelly elicited a school days nightmare leaving the Bond King to warn about the indexing bubble and Tim Kochis to caution against seeking for yourself in succession search
June 1, 2017 at 6:39 PM
Coming RIA custody fees and a new recruiting war catch the attention of deal hounds in Manhattan
At ECHELON event at NYAC, action items aplenty assaulted attendees -- especially with Apr. 30 looming
October 21, 2016 at 9:49 PM
FolioDynamix president uses conference to KO robos and call them a 'free beta test'
A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility
September 23, 2016 at 6:23 PM
The FPA finally puts on a better CFP face and she lights up the hall in Baltimore
Gigi Guerra was the 75,000th CFP recipient and she captured an air of revitalization the Financial Planning Association will need to survive and thrive amid massive industry changes
September 17, 2016 at 12:24 AM
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 at 6:56 PM
Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach
Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift
June 10, 2016 at 4:20 PM
How Brian Hamburger's Miami Beach confab served up compliance cocktails with Lithium chasers to manic RIAs
MarketCounsel Summit had trouble topping last year's Spitzer- Robbins- Cuban-extravaganza in Vegas, but dispensed a compliance-minded prescription to RIAs suffering from growth-spurt jitters
