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
Why transition planning for Asian clients is 'very complex'
RIA NEWS JUN 26, 2024
Why transition planning for Asian clients is 'very complex'

"There's a lot of underserved clients in the space and they need a lot of help," says an advisor to the community.

How this RIA lets clients be their own CEO
RIA NEWS JUN 25, 2024
How this RIA lets clients be their own CEO

‘Part of our value proposition is we're always going to keep you from doing something you’ll regret,’ advisor says.

Revealed: 2024 InvestmentNews Awards winners
RIA NEWS JUN 21, 2024
Revealed: 2024 InvestmentNews Awards winners

Find out who took home the top prizes at the inaugural, red carpet, Hollywood-themed gala.

Special needs clients require special care
RIA NEWS JUN 20, 2024
Special needs clients require special care

‘The succession plan for clients is the most important because the assets need to survive for the child.’

The thrill of entrepreneurship is ‘wildly rewarding’
RIA NEWS JUN 20, 2024
The thrill of entrepreneurship is ‘wildly rewarding’

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Robert Sechan, NewEdge Wealth.

Osaic CEO says going indie fueled his passion for advice
RIA NEWS JUN 20, 2024
Osaic CEO says going indie fueled his passion for advice

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Jamie Price, Osaic.

'Women are built for this business'
WOMEN ADVISOR COMMUNITY JUN 18, 2024
'Women are built for this business'

July 12 is the deadline to nominate for the 2024 Women to Watch Awards.

'The best job on K Street' for CFP Board CEO
RIA NEWS JUN 17, 2024
'The best job on K Street' for CFP Board CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Kevin Keller, CFP Board.

'Empower, execute, respect and create'
RIA NEWS JUN 17, 2024
'Empower, execute, respect and create'

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Laura Prieskorn, Jackson Financial.

Orion CEO outlines four tips to succeed as an RIA
PRACTICE MANAGEMENT (GORIA) JUN 13, 2024
Orion CEO outlines four tips to succeed as an RIA

From technology to data, here’s how your firm can stand out from the crowd.