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Fidelity
Asset Manager for RIAs
Top Executive: Sanjiv Mirchandani
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Bill Winterberg
4,000 advisors? Schwab said there were 3,600 attendees not including exhibitors and sponsors. http://pressroom.aboutschwab.com/press-release/schwab-advisor-services-news/firmly-focused-future-ria-industry-schwabs-bernie-clark-c
Bill Winterberg
Brooke, did you drop Welsh’s disclaimer about his clients that he mentions in his column?
Bill Winterberg
And the technology updates include Schwab Advisor Portfolio Connect (formerly Project PM Squared) and Schwab Advisor Mobile Connect (formerly Schwab OpenView Mobile).
Schwab Advisor Services VP provided some highlights in this interview: <a href="http://youtu.be/MZrLjazvp8Y" rel="nofollow">http://youtu.be/MZrLjazvp8Y</a> (full disclosure: Redtail Technology supported the production costs of this video)
Bill Winterberg
I want to apologize publicly to Tim. I got caught up in correcting ticky tacky details (4,000 vs. 2,000 advisors attending, no tech announcements, etc.).
I make plenty of my own mistakes when I publish. I’ll make my comments offline to Brooke and Tim so they have the opportunity to adjust the details.
