Articles tagged "Tim Welsh"
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New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!
TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab
February 2, 2015 at 5:21 AM
Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab
The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts
December 19, 2014 at 7:33 PM
Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel
Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads
December 9, 2014 at 9:34 PM
A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs
The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city
November 10, 2014 at 7:57 AM
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar
The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent
October 15, 2014 at 1:00 PM
AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer
After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie
September 3, 2014 at 12:52 PM
Laser App celebrates its RIA business quasi-monopoly by throwing a summit for all of whom it surveys
It's the killer app of the paper blob and it shares the wealth each year with a come-all B-to-B event
August 16, 2014 at 2:58 AM
What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?
Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move
July 25, 2014 at 11:15 PM
BloombergBlack rematerializes as CircleBlack minus Bloomberg
John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled
July 15, 2014 at 5:19 PM
Schwab Private Client edges its fee closer to the classic RIA standard
Schwab Private Client jacked its price 20% and its minimum fee jumps 60%
July 4, 2014 at 12:56 AM
Framing it as opportunity, Bernie Clark delivers a chilling market warning at EXPLORE about the coming post-baby boom market
The Schwab chief tells 160 RIAs with $200-billion-plus of assets to learn to love and attract a poorer, younger, higher maintenance -- but lower mileage -- client pool
June 27, 2014 at 6:41 AM
Bloomberg: BoA's market-making unit for its Merrill Lynch wealth division gets suddenly scrapped
The news and data giant is reporting that heat from Flash Boys made the investment bank think twice about conflicts
May 22, 2014 at 2:22 AM
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
May 13, 2014 at 2:11 PM
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
