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Josh Welsh

Displaying 160 results

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How advisors are maintaining a healthy heart

In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.

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RIAs struggle to keep up with ancillary services that clients want

An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.

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Does private equity benefit RIAs?

Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'

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New RIA co-op platform targets diversity gap

The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.

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Marketing strategies that will help your firm grow

Advisors and experts weigh in on the different approaches advisors can take.

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Advisors spend average of $16K a year on marketing: Study

Is marketing a luxury or an afterthought? Advisors and industry experts have their say.

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‘RIAs make wonderful business partners,’ investor says

Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.

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Advisor nominated for award says it ‘felt like being a winner’

Nominations for the inaugural InvestmentNews Awards are open. Nominate someone today!

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How advisors are helping clients with cancer

While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.

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Estimated health care expenses in retirement increase again: EBRI

Men on Medicare would need as much as $184,000 to have a 90 percent chance of meeting their health care costs, and women as much as $217,000.