Articles tagged "Tim Welsh"
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As OneSource asset levels falter, Schwab slashes no-transaction-fee minimum to invest
The San Francisco-based firm is first to create published minimums and all the Big Three custodians point fingers at recalcitrant asset managers
January 22, 2016 at 10:05 PM
What the deletion of no-drama Greg Fleming bodes for Morgan Stanley, wirehouses and CEO James Gorman
Moves leading up to the 52-year-old Yalie's departure, made under duress, removed the CEO's chief rival and chief heat shield
January 14, 2016 at 9:56 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
December 11, 2015 at 1:25 PM
Why exactly Betterment backers Marty Bicknell and Steve Lockshin became customers of rival robo and custodian TD Ameritrade
What makes the counterintuitive step work is how Jemstep helps round up the mass-affluent's mess of paperwork
November 25, 2015 at 5:55 PM
LPL Financial undertakes painstaking overhaul of service spurred by capacity overwhelm and RIA demand for Schwab-style pods
In addition to aggressive hiring, training and creating 'queues,' Tom Gooley and Tim Hodge are tackling the big one -- service culture
November 24, 2015 at 5:51 PM
With eMoney in its back pocket, Fidelity Investments won't exercise its option to continue Betterment deal as it nears launch of its own robo
The one-year semi-exclusive alliance never caught fire with Fidelity RIAs and the Boston giant will now use eMoney as kindling for a new digital-for-RIA launch
November 19, 2015 at 11:47 PM
How many RIAs are there? No, seriously, how many?
Competing counts are full of 'bastardized' definitions of 'advisor,' state vs. SEC- vs. dually registered IARs, differing study criteria and agendas
November 11, 2015 at 7:57 PM
In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper
November 5, 2015 at 7:26 PM
Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news
eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture
October 22, 2015 at 6:10 PM
Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt
Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now
September 3, 2015 at 7:44 PM
Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion
Newbie Terri Kallsen gets the Bettinger nod to spend big on doubling advisor force and growing branch count to 500
July 24, 2015 at 11:40 PM
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 at 7:37 PM
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 at 5:37 PM
For sub-$500k accounts, Schwab is sweeping RIA client cash into its bank, pumping up corporate profits
Unlike the robo, RIAs can manually direct funds to money market funds which makes this change less controversial
March 19, 2015 at 5:51 PM
The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation
The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company
