Tim Welsh
11.1K posts

Tim Welsh
@NexusStrategy
President and CEO at Nexus Strategy - strategic consulting firm to the wealth management industry
Larkspur, CA Katılım Ağustos 2010
1.9K Takip Edilen5.4K Takipçiler

@NexusStrategy Hi, Tim. We value your loyalty. If you need assistance please send us a DM with your confirmation number.
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Tim Welsh retweetledi

Commonwealth’s ’23 Asset Haul a Record $15.9B financialadvisoriq.com/c/4423834/5751…
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Lights! Camera!: Advisors Discover The Power Of Video Marketing fa-mag.com/news/lights--c…
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@Diana_Britton @wealth_mgmt @djamesarmstrong @michaelhsamuels @ddjanowski I do not see Chicken Parm!
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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…
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GMO Launches Nebo Wealth At #T32024
wealthmanagement.com/technology/gmo…
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Arax Acquires $1B IBD; Recruits $2B Alex. Brown Team wealthmanagement.com/ria-news/arax-…
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Heavyweight tech panel featuring @redtailtech @FinTechie @inventwithus @craigiskowitz talking AI. #MSUM23


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After this week I will be consuming a glass of wine tonight the size of my head. And then off to #MSUM23, where @StreetCred_PR will assume command of #PR responsibilities, as we do. Who’s with me?
GIF
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Sources: Focus Financial Firms To Consolidate wealthmanagement.com/ria-news/sourc…
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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…
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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…
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SEC looking into JPMorgan advisory fees, Wells cash sweeps financial-planning.com/news/jpmorgan-…
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Admitting Imperfections, Schwab Works to Make Advisor Center More Palatable wealthmanagement.com/ria-news/admit…
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