Tim Welsh @NexusStrategy
President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry nexus-strategy.com Larkspur, CA Joined August 2010-
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Tim Welsh retweeted
For those who celebrate, Happy St. Patrick’s Day!
Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/4423834/5751…
Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--c…
@Diana_Britton @wealth_mgmt @djamesarmstrong @michaelhsamuels @ddjanowski I do not see Chicken Parm!
If you missed T3 this year, check out my summary in @ThinkAdvisor Congrats to @FinTechie for the 20th anniversary! 20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…
GMO Launches Nebo Wealth At #T32024 wealthmanagement.com/technology/gmo…
Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-news/arax-…
For those of you have left California, our gift to you! First day of winter. #NorCal.
Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23
It’s like they don’t know what day it is. #StoneTree 8 tee
Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-news/sourc…
If you missed the CAIS and Nitrogen events, check out my summary here on @ThinkAdvisor CAIS, Nitrogen Events Highlight Growth Strategies at.law.com/fE5LGq?cmp=sha…
Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation riabiz.com/a/2023/11/3/sc…
SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/jpmorgan-…
Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-news/admit…
There Is No Perfect CRM wealthmanagement.com/wealthstack/th…
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