Timothy Welsh
Timothy D. Welsh, CFP, is president, CEO and founder of Nexus Strategy. He consults for firms in the wealth management industry and may occasionally mention them in his writing, which does not represent an endorsement or recommendation. Reach him at [email protected] or on Twitter @NexusStrategy.
October 10, 2022
What to Make of the Industry's First 'Wealth Festival'
August 01, 2022
The Next Fintech Movement Coming to the U.S.
May 31, 2022
An Inside Look at the Technology Advisors Like
March 04, 2022
Why Wealthfront Sold Out to UBS
February 17, 2022
AI Bringing Sexy Back to the Back Office
January 28, 2022
5 Big Wealth Management Trends for 2022
November 23, 2021
Are Custodians Tilting at Windmills?
October 27, 2021
Why the Wirehouse Advisor Is Still Alive — and Kicking
September 23, 2021