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.
September 12, 2017
Driving Technology Innovation From a Utah Ski House
August 18, 2017
Opening New Accounts Is About to Get a Lot Easier
August 02, 2017
It’s Time for a Summer Technology Refresh
July 03, 2017
TD Ameritrade Furthers Technology Integration Mission
June 21, 2017
Pershing’s New Advisor Tech Experience
June 06, 2017
When it Comes to Advisor Tech, Size Does Not Matter
May 16, 2017
When Advisors Become Technology Developers
May 04, 2017
Staying Out of the Technology Penalty Box
April 03, 2017