Articles tagged "Tim Welsh"
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Charles Goldman recruits his one-time Schwab leftenant to be his right-hand woman at AssetMark
Cathy Clauson fills newly created position related to TAMP sales
April 25, 2014 at 12:08 AM
The FPA is now brought to you by MetLife, for better or worse
The insurer's cash is the good news but some see it as tainted money
April 23, 2014 at 5:42 AM
Chuck Schwab and Walter Bettinger issue call to squash flash traders but RIAs question hysteria over the issue
Calling robo-traders a 'cancer', the Schwab execs lash out while Norm Boone and other advisors question whether this is a battle to pick
April 3, 2014 at 10:56 PM
Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows
The Chicago firm becomes the king of charging for held-away assets facilitation and has a view into the data of its competitors
April 2, 2014 at 5:49 AM
The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth
March 24, 2014 at 3:33 AM
Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?
The new head of training breaks stereotypes and may break new ground for the industry -- or not
March 10, 2014 at 1:31 AM
Black Diamond blows the lid off asset growth in Dave Welling's first year in charge
Assets jumped about 65% and the former Schwabbie says that growth is accelerating
February 26, 2014 at 8:00 AM
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas
Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing
January 23, 2014 at 6:21 AM
What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser
Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales
January 17, 2014 at 8:41 PM
What bet Rudy Adolf is making on RIAs by pre-borrowing $550 million from Bank of America and a wider syndicate
The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock
January 8, 2014 at 9:41 PM
How Schwab is calling out wirehouses with its 'accountability' blitz and what collateral effects could hit RIAs
Chuck's new money-back guarantee sends a 'shot across the bow' to wirehouses but Schwab RIAs won't be untouched
December 26, 2013 at 5:17 PM
The 2013 MarketCounsel Summit is heavy on future shock
A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg
December 16, 2013 at 7:44 AM
Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time
December 11, 2013 at 6:41 PM
As Joe Piazza's 'Robertson Stephens' venture gears up for '$40 billion,' he adds Mercer, Addepar, Fidelity and Schwab and subtracts Fortigent
The ex-Goldman Sachs executive draws blood with poaching of rival Presidio Group's Mike Tierney, but his quest for a quick $1-billion of AUM will soon be tested
