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Articles written by Timothy D. Welsh


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Under charcoal RIA grilling, Walt Bettinger (shown here in a picture of the stage screen) went so far to make amends by offering up his personal email address to any advisor who is in a competitive situation.

Schwab IMPACT hits speed bumps in its 27th year on the stage, in the kitchen, with long lines and in the hard questions RIAs asked

Walt Bettinger and Bernie Clark contended with 2018 technology that showed the RIA audience the -- sometimes awkward -- questions on a mega-screen

November 1, 2018 – 2:03 AM

Dale Brown via Skype: We filed the lawsuit to win, not to make a statement or lambaste the DOL.

Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'

The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering

August 15, 2016 – 8:03 PM

Advisors converged at the Bellagio this week to witness the ongoing integration of Advent and Black Diamond.

Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab

With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares

September 13, 2012 – 4:44 AM

Peter Hess: We are happy where we are right now and won't be participating in any more acquisitions.

12 questions for Peter Hess

The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley

September 13, 2012 – 4:41 AM

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