Timothy Welsh

Timothy Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry and a frequent contributor to the SS&C Advent blog.

Timothy's Blog Topics

Timothy's Latest Insights

Making the Switch from PortfolioCenter to Black Diamond banner image
02 May 2019

Making the Switch from PortfolioCenter to Black Diamond

By: Timothy Welsh
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Up and Running Quickly with Black Diamond banner image
28 February 2019

Up and Running Quickly with Black Diamond

By: Timothy Welsh
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Technology-Powered Service Demands CRM Update banner image
21 January 2019

Technology-Powered Service Demands CRM Update

By: Timothy Welsh
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The Evolution of an Independent Advisory Firm banner image
06 December 2018

The Evolution of an Independent Advisory Firm

By: Timothy Welsh
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Cyclical Lifestyles and the Future of Advice banner image
26 September 2018

Cyclical Lifestyles and the Future of Advice

By: Timothy Welsh
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Technology Integration Now Happening in Real Time banner image
08 August 2018

Technology Integration Now Happening in Real Time

By: Timothy Welsh
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