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.
March 03, 2023
Orion Event Showcases Integration, Inspiration
January 09, 2023
5 Trends Shaping Wealth Management in 2023 and Beyond
December 08, 2022
Why the RIA Custody Business Is in Play
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