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Articles written by Guest Columnist Timothy Welsh


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Long lost Mark Hurley pitched eloquent doom and a new cyber security venture.

The odd rhythms of T3 meant expectations got heaped on 'Schwabitade's' Tom Bradley, with modest delivery, but quietly Black Diamond, Altuist, TradePMR and something called Nebo landed punches

The 900-attendee extravaganza shows deference to elephant sponsors, celebrates the next-level brands and newbies and is not above enthralling to ChatGPT mania -- as it did years past with robos, crypto, ESG and other forgotten nex-big-things

March 17, 2023 at 2:02 AM

Tim Welsh doesn't let RIA observations stay in Vegas, and he has plenty of them.

MarketCounsel Summit convenes in Las Vegas with Goldman Sachs there to say: We are already really a $1-trillion custodian

Goldman Sachs used the low key, high traffic event in Nevada to signal to the RIA vendor crowd it's raring to get going with breakaway brokers,

December 10, 2022 at 4:21 AM

Dale Brown: Our primary goal is to ensure that Main Street America has access to affordable financial advice.

FSI rallies brokers in Dallas with an old battle cry -- access, access, access -- and a stated desire to deal with aging members-- 62% are older than 55

The 90-member lobby group for broker-dealers addressed its antiquated aspects--few digital adapters and small numbers of young people--with just 19% of its 30,000 advisors under the age of 45

February 3, 2022 at 1:06 AM

Brian Hamburger: This is unprecedented what CI Financial is doing, and we won’t know if this is logical for years to come.

Brian Hamburger takes back Miami, gets 98% show rate at MC Summit, then plays devil's advocate for the M&A mania gripping the RIA business

Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check

December 9, 2021 at 10:47 PM

Skip Schweiss: You will be making a decision on a discretionary basis that will increase your compensation and create a conflict of interest, which is prohibited.

Skip Schweiss awakens FPA NorCal crowd with must-do DOL laundry list that starts with IRA billing and the need for chief laundering officers

The regional event in San Francisco with national draw -- even global draw -- gets a guy from Scotland to keep its lofty reputation up there

June 3, 2016 at 2:07 PM

Fidelity's Ed O'Brien, backed by a 30-strong army of staffers, unveiled a bundling app geared toward planning, not investing.

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

February 16, 2016 at 7:19 PM

Tom Nally: The perception [is] that RIAs are operating in the Wild, Wild West. As a result, we need to take this issue off of the table.

With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016

The laptop guys in another room won plaudits as the TD RIA custody chief counseled RIAs to embrace more practice audits and communicate more by story, less by Orwell

February 8, 2016 at 7:07 PM

Walt Bettinger: I have bitten my lip until now.

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 at 7:53 PM

Mike Durbin: We want eMoney to infect the rest of Fidelity to change its culture, thus we need to keep it independent.

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

Greg Friedman [flanked by Patrick Yip and Dan Skiles]: In our early years, wealth management was easy. Now, however, the game has changed.

Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas

Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center

October 12, 2015 at 4:34 PM

Pete Hess: This business is addictive.

Pete Hess will shop for software firms to build in-house Black Diamond bundle

The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms

June 18, 2015 at 2:45 PM

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 at 6:01 AM

Peter Hess: I am extremely optimistic that we can close that gap to greatness.

Peter Hess delivers Advent Direct specifics at AdventConnect as Dave Welling wows with Black Diamond's cloud advance

RIAs on a market high absorbed Advent Software's efforts to press skyward under rainy Las Vegas skies

September 11, 2014 at 3:40 PM

Ed Beggs: This past year, we had over 45 million downloads of 32,000 forms in our library processed by 115,000 users from 15 custodians and clearing firms, and 350 broker-dealers.

Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys

It's the killer app of the paper blob and it shares the wealth each year with a come-all B-to-B event

August 16, 2014 at 2:58 AM

Ron Carson: If you are on a growth path, then you need to get to $1 billion in AUM.

TD Ameritrade hosts a posh 'billion-dollar club' summit at a seaside Ritz Carlton

With 190 cosseted advisors representing $215 billion of AUM, Fred Tomczyk laid out the bucks for Ben Bernanke and more

June 12, 2014 at 10:46 PM

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