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.
August 24, 2021
How Direct Indexing Can Save the Investment Management Industry
June 25, 2021
The Dark Side of Technology Consolidation
March 23, 2021
The Curious Plight of the Independent Broker-Dealer
February 25, 2021
What if Walmart Launches a Robo-Advisor?
January 28, 2021
How to Build the 'Perfect' Advisory Firm
December 02, 2020
ScratchWorks Invests $5M in 3 Wealthtech Startups
November 10, 2020
Why Small Is the New Big for RIAs
September 23, 2020