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Breaking the Chains of Stagnant Growth | Wealth Management

Unlocking the Organic Potential of Your Advisory Firm, Wednesday, May 31, 2023 | 2:00 PM ET

Ryan-murphy
Dan-gilmartin
Timothyd-welsh
Michael-collins
Bunker-hill-community-college
Endicott-college
Nexus-strategy
Bunker-hill-community

The WealthStack Podcast: 5 Trends Shaping Wealth Management in 2023

Nexus Strategy's Tim Welsh describes the subtle yet dramatic changes happening in the independent wealth space that will shape the industry going forward.

Berkeley
California
United-states
Colorado
Timothyd-welsh
Tim-welsh
Shannon-rosic
Financial-planning-association
Business-consulting-services-for-schwab-advisor
University-of-colorado
National-board-of-directors
Merrill-lynch

Altruist Acquires RIA Custodial Platform Shareholders Service Group

Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization, and a relationship with Pershing.

San-diego
California
United-states
Peter-mangan
Jason-wenk
Tim-welsh
Bob-reed
Shareholders-service-group
Capital-partners
What-altruist
Apex-clearing
Altruist-clearing

Transitioning Your Broker Dealer is Easier Than You Think

Wednesday, March 08, 2023 | 2:00 PM ET

Frank-chiodi
Timothyd-welsh
Precision-wealth-solutions
Nexus-strategy

A Quarter of RIAs May Add a New Custodian in Next Year

RIAs are more likely to add a new custodial relationship than unwind an existing one, according to a new Cerulli report.

Tim-welsh
Marina-shtyrkov
Equity-advisor-solutions
Shareholders-service-group
Goldman-sachs
Cerulli-associates
Td-ameritrade
Charles-schwab
Labor-day
Nexus-strategy
Axos-financial
Interactive-brokers

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