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Articles written by Timothy Welsh


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Jon Patullo [r.] with Jim Dario: We started here in Texas with nine vendors in 2010 to start the conversation.

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 – 12:05 AM

Tom Nally: There are less hand offs and what used to take five hours now takes five minutes.

Ten questions for Tom Nally as he gets going filling Tom Bradley's shoes

TD's new RIA chief is drawing a target on the IBD back and he challenges the 'rollups' to better define their value

June 15, 2012 – 3:23 PM

David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

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

October 31, 2011 – 12:37 AM

Timothy Welsh: The competition between custodians means that even if advisors don’t invest in technology, their custodians will, providing advisors with the horsepower, efficiencies, productivity and the scalability to create leverage and value.

Counterpoint to Mark Hurley study: Wealth management firms are in rapid transition

Painting RIAs with a single no-value brush ignores vast technological strides and growth

June 17, 2010 – 4:43 AM

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