Josh Welsh

InvestmentNews

Josh Welsh

Senior Journalist

8 years experience25,710 Total views on InvestmentNews in 2025

Josh's specialty topics

RIA strategy and practice management Fintech Fixed income Succession planning and the "great wealth transfer"

Josh Welsh is a senior journalist in the Wealth vertical for Key Media, where he covers registered investment advisors (RIAs) and the business of running an advisory practice for InvestmentNews. He reports on practice management, fintech, fixed income, and succession planning, including the ongoing "great wealth transfer" reshaping the advisory industry. He has also contributed to InvestmentNews's sister publication Benefits and Pensions Monitor (BPM).

His reporting draws on direct conversations with RIA principals, advisors, and industry consultants, translating complex developments in practice management, technology adoption, and advisor compensation into clear, accurate coverage for industry decision-makers. He adheres to Key Media's editorial standards on sourcing, verification, and disclosure, and is committed to accuracy, balance, and accountability to readers.

Josh is a Humber Polytechnic graduate, with a bachelor's in journalism and a diploma in screen acting. Outside the newsroom, he's a member of the historic Arts and Letters Club of Toronto, an avid filmgoer, and continues to pursue his passion for acting.

How I think about writing for this industry…

“I cover the RIA and advisor space around topics that practice owners and their teams can actually relate to, not just theory. Because this space can get inundated with the same themes, the most rewarding challenge is finding an angle that goes beyond the surface level.”

Also published by

Benefits and Pensions Monitor · CityNews 680 · Skedline

Josh Welsh
Displaying 310 results
Items to prioritize before venturing on the RIA journey
TECHNOLOGY JUL 15, 2024
Items to prioritize before venturing on the RIA journey

Experts highlight the top focus areas all wannabe RIAs should focus on.

Succession planning starts from 'day one'
PRACTICE MANAGEMENT JUL 12, 2024
Succession planning starts from 'day one'

"Communication is the laggard in all families," says generational wealth-focused advisor.

How to ensure alts exposure adds value to your portfolio
ALTERNATIVES JUL 11, 2024
How to ensure alts exposure adds value to your portfolio

Client demand for alternatives is increasing and the menu of options has grown, but is the booming asset class really that simple? Advisors have their say.

Advisors witness ‘osmosis effect’ at inaugural InvestmentNews Awards
RIA NEWS JUL 10, 2024
Advisors witness ‘osmosis effect’ at inaugural InvestmentNews Awards

Winners revel in being recognized by top-performing peers.

Politicization of ESG not sustainable, advisor warns
RIA NEWS JUL 08, 2024
Politicization of ESG not sustainable, advisor warns

InvestmentNews Award winner argues that many ESG-labelled funds are misleading investors.

Wealth management on the brink of an "exciting" era
RIA NEWS JUL 05, 2024
Wealth management on the brink of an "exciting" era

CEO of LVW Advisors unpacks how the upcoming wealth transfer among women and fintech will play a huge role in the industry's future.

Business owners struggle to separate personal and business expenses
PRACTICE MANAGEMENT JUL 03, 2024
Business owners struggle to separate personal and business expenses

‘When you look at the business’ books, it's almost just an extension of their personal balance sheet’, advisor says.

How to make your firm stand out from the competition
TECHNOLOGY JUL 02, 2024
How to make your firm stand out from the competition

From having empathy to the right tech tools, advisors weigh in on how to make your firm stand out from the crowd.

‘Nominate women who are leading well and impacting lives’
WOMEN ADVISOR COMMUNITY JUN 28, 2024
‘Nominate women who are leading well and impacting lives’

The deadline for the Women to Watch Awards is closing in. Nominate quickly!

What’s the deal with DIY investing?
PRACTICE MANAGEMENT JUN 27, 2024
What’s the deal with DIY investing?

An increase in retail investors over the last four years begs the question: what’s makes it so popular? Advisors weigh in.