Timothy D. Welsh

Timothy
D. Welsh
Articles
Live from TechLeaders: The Newest Ideas in IBD Tech
Top themes discussed at this year’s TechLeaders Conference included ways to streamline the new account opening process, enhancements to the client experience, marketing automation, and ways to drive efficiencies while increasing advisor productivity.
Day Two at T3: A Lack of Data Standards
The industry needs an independent third party to govern data standards and technology integration, speakers said at day two of the T3 Enterprise conference in Chicago on Tuesday.
Live from T3: Deploying Tech at the B/D Level
The first annual Technology Tools for Today (T3) Enterprise conference kicked off in Chicago on Monday, with sessions on big data, deploying technology on a large scale, and integration.
RIA Technology Heats Up Miami
Custodians and developers demonstrated the latest tech tools for advisors at the recent T3 conference in Miami.
Talking Tech at the 2013 TD Ameritrade Institutional Conference
Technology was top of mind for many advisors at TDAI's conference in San Diego this week, as the firm got to demonstrate the progress it has made opening up its VEO advisor platform to over 40 third party developers.
Practice Tips for Great Client Relationships
One of the more interesting sessions at last week’s Fusion Advisor Network conference in Las Vegas focused on “Creating Profitable Client Relationships.” This panel discussion featured successful advisors Kathy Fish of Fish and Associates, Eric Brotman of the Brotman Financial Group and Abby Salameh, Chief Marketing Officer for Fusion.
Black Diamond Debuts at Advent Connect 2011
Fresh off the acquisition of Black Diamond Performance Reporting, Advent Software convened its 25th annual Advent Connect users conference in downtown Boston at the cavernous Hynes Convention Center over three days, September 12-14, 2011.
An Insider at the TD Ameritrade Confab: Upbeat FAs See Strong Growth Ahead
Storms blew across America. But in the balmy climes of San Diego, FAs were upbeat and partied down (ahem, studied and worked) at the TD Ameritrade annual conference.
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