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
Learning leads to success for Thrivent CEO
RIA NEWS JUN 11, 2024
Learning leads to success for Thrivent CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Terry Rasmussen, Thrivent

'I'm playing to change the industry,' says fintech CEO
RIA NEWS JUN 11, 2024
'I'm playing to change the industry,' says fintech CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Matt Brown, CAIS.

A multi-generational approach to financial planning
PRACTICE MANAGEMENT JUN 10, 2024
A multi-generational approach to financial planning

‘Next generation clients require a lot of guidance in building up their success,' says director of financial planning.

Young tech professionals propel advisor's book
RIA NEWS JUN 10, 2024
Young tech professionals propel advisor's book

InvestmentNews Awards 2024, Advisor of the Year (Western region): Rick Blanke, Blanke Schein Wealth Management (Hightower).

Don’t lose touch of staying client focused, says Mercer CEO
RIA NEWS JUN 10, 2024
Don’t lose touch of staying client focused, says Mercer CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Dave Welling, Mercer Advisors.

Personal purpose drives Park Avenue Securities
RIA NEWS JUN 06, 2024
Personal purpose drives Park Avenue Securities

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Marianne Caswell, Park Avenue Securities

An amazing opportunity to change millions of households, CEO says
RIA NEWS JUN 06, 2024
An amazing opportunity to change millions of households, CEO says

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Amy Webber, Cambridge Investment Group, Inc.

From rags to riches to awards finalist: Dynasty CEO
RIA NEWS JUN 05, 2024
From rags to riches to awards finalist: Dynasty CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Shirl Penney, Dynasty Financial Partners

A philosophical lesson in servant leadership
RIA NEWS JUN 05, 2024
A philosophical lesson in servant leadership

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: George Nichols III, American College of Financial Services.

Nominations now open for Women to Watch Awards
WOMEN ADVISOR COMMUNITY JUN 05, 2024
Nominations now open for Women to Watch Awards

Nominations for the awards close July 12.