Andrew Welsch

Rivendell

Wealth Management Reporter at Barron's

Wealth management reporter at Barron's (@barronsonline). Previously managing editor at @finplan. Alum of @newmarkjschool. Tips welcome! DM for Signal.

Articles

LPL Financial Is Narrowing the Gap With Wirehouse Rivals, CEO Says

1 week ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Robinhood’s Stephanie Guild: What Next-Gen Advisors Need to Know About Today’s Investors

1 week ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Charles Schwab Launches Program to Help Advisors Open Their Own RIAs

2 weeks ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Summit Trail Advisors Hires New President As UltraHigh-Net-Worth RIA Aims For More Growth

2 weeks ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Schwab’s Net New Assets Drop in April. Blame Tax Season.

3 weeks ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Fidelity Customers Complain of Log-In Problems During Major Stock Rally

3 weeks ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Robinhood Moves to Win Over More Active Traders, Expand International Business

3 weeks ago | barrons.com | Andrew Welsch

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
This Top Morgan Stanley Team Helps Other Advisors Retire on a High Note

4 weeks ago | finance.yahoo.com | Andrew Welsch

Leaders of Morgan Stanley’s Warr Group explain why advisors close to retirement choose to join their team and how this benefits their clients.
LPL Shares Jump on Earnings Beat. CEO Upbeat on Retaining Commonwealth Advisors.

4 weeks ago | finance.yahoo.com | Andrew Welsch

The wealth management company is on track to meet its 90% advisor retention goal for its $2.7 billion planned acquisition of Commonwealth Financial Network, CEO Rich Steinmeier says.
Morgan Stanley Loses $1.5 Billion Advisor Team to Americana Partners

1 month ago | finance.yahoo.com | Andrew Welsch

A Morgan Stanley financial advisor team that had more than $1.5 billion in assets under management jumped to Americana Partners, a Houston-based independent wealth management firm led by former Morgan Stanley executives. The team, which includes Palmer Moldawer, Will Carsey, Will Gutkowski, and Kayla Sickman, joined Americana at its Houston headquarters on Friday.