Aug 7, 2013
Cogent study shows one big RIA distinction getting swallowed up -- or not
It'll be a head-turner if, in fact, two-thirds of all retail assets are fee-based in 2015, but there may be more to the story
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Timothy Welsh
29 articles
Articles tagged "Timothy Welsh"
Page 2 of 2May 16, 2013
What ever became of RBC's RIA custody unit after it showed such promise
Royal Bank of Canada high-ups say RBC Advisor Services still holds importance, but the Cerulli numbers are concerning and some RBC brokers are barred from channel switches
Apr 19, 2013
Industry leaders puzzled by RIAs' being paid by Schwab and Fidelity for investing in funds
Some RIAs see it as an unacceptable conflict, but the custodians are unabashed about the arrangements
Dec 11, 2012
The case for Chicago as an epicenter of the RIA world
The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way
Sep 7, 2012
Philip Palaveev hangs out his shingle with a new consulting model for RIAs and a money-back guarantee
The former Moss Adams star will still serve the Fusion constituency but The Ensemble Practice LLC will let him spread his wings, too
Sep 4, 2012
A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software
Jun 15, 2012
TD Ameritrade's 2012 Elite Advisor Summit gathers $89 billion of RIA assets under one Laguna Beach umbrella
Fresh off a week of D.C. intensity, the annual event crackled with strong opinions and offensive strategies
May 17, 2012
Registered Rep. is finally changing its name
It'll be WealthManagement.com for online content and the print publication also gets a modified moniker
Apr 26, 2012
How Frank Campanale's E.F. Hutton resurrection, a TD management hire and upbeat advisors electrified IMCA's annual conference
More than 1,500 advisors came to the Potomac -- including more than a few of Campanale's Smith Barney Consulting alumni
Apr 2, 2012
Morningstar gives advisors a glimpse of fees RIAs are charging clients using PriceMetrix data
Price histories of 20,000 advisors are now at the fingertips of many Advisor Workstation users
Feb 23, 2012
As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways
Jan 27, 2012
Fidelity hires Bob Oros as its new RIA sales chief
The Schwab and LPL veteran leaves Trust Company of America and fills a void left by Scott Dell'Orfano