Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
Thomas Giachetti, Stark & Stark’s Legal Celebrity: The 2014 IA 25 Profile
Tim Welsh of Nexus Strategy likes to call Giachetti the only “celebrity securities attorney,” but Giachetti says he “never wanted to be a lawyer.”
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
Succession Planning by the (Hard) Numbers
“The multiples when it comes to the value of a firm can be as high as 10 times” — but only if everything is in order, Nexus' Tim Welsh said.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
At annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
4 Steps to More Effective Marketing (and a Better Website, Too)
There are four parts to an effective marketing strategy, Tim Welsh, president and founder of Nexus Strategy, said at the 2013 NAAIM Annual Conference.
Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow
The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.
Tom Giachetti's 10 Blunt Compliance Warnings
Tom Giachetti doesn’t mince words.