Tim Welsh

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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, Advisorone  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  Financial Advisors and Social Media—Shall We Dance?

  By Greg Friedman, MS, CFP  |  December 19, 2011

  In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.

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  Three-City Workshop Will Address Integrating CRM and ECM

  By James J. Green, AdvisorOne  |  October 4, 2011

  Compliance workshop features Tom Giachetti, Greg Friedman and Tim Welsh on benefits of software integration.

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  Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend Interview

  By James J. Green, AdvisorOne  |  September 16, 2011

  Bernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.

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  When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney Burns

  By James J. Green, AdvisorOne  |  April 27, 2011

  A new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.

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  When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney Burns

  By James J. Green, AdvisorOne  |  April 27, 2011

  A new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.

• 

  When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney Burns

  By James J. Green, AdvisorOne  |  April 27, 2011

  A new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.

• B/D Briefing: Citi Brokers Switch to Fees

  By James J. Green, AdvisorOne  |  November 1, 2009

  It hasn't taken long for Debbie McWhinney to make her mark at Citigroup. On October 5, Citi Personal Wealth Management announced that the brokers who...

• Ironically, Maybe the Best of Times

  By James J. Green, AdvisorOne  |  March 1, 2009

  In an era when most advisory firms are suffering revenue drops of 20% or more over the prior year, you might think this would be...

• Group Think

  By Kara P. Stapleton  |  January 1, 2009

  ? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...