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

Featured content from Josh

How can advisors 'elevate' the client experience? Three key trends that will drive advisors' planning in 2025 What new RIAs should be prioritizing in 2025
 
Josh Welsh
Displaying 310 results
Creative Planning CEO is ‘staying ahead’ of the industry
RIA NEWS JUN 05, 2024
Creative Planning CEO is ‘staying ahead’ of the industry

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.

Adapt and adjust to evolving emotions and beliefs
RIA NEWS JUN 03, 2024
Adapt and adjust to evolving emotions and beliefs

InvestmentNews Awards 2024, Advisor of the Year (Western region): Chris Giovinazzo, Accelerate Retirement.

Association of African American Financial Advisors chairman ‘involuntarily removed’
RIA NEWS MAY 31, 2024
Association of African American Financial Advisors chairman ‘involuntarily removed’

Christian Nwasike responds to decision, saying they had 'divergent views on the future direction' of the organization.

‘An immense responsibility to serve others’
RIA NEWS MAY 29, 2024
‘An immense responsibility to serve others’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.

Finalist works to achieve a work-optional lifestyle for clients
RIA NEWS MAY 29, 2024
Finalist works to achieve a work-optional lifestyle for clients

InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.

Excellence Awardee impacts people in 'big, hairy, audacious ways'
RIA NEWS MAY 28, 2024
Excellence Awardee impacts people in 'big, hairy, audacious ways'

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jimmy Williams, Compass Capital Management.

Young advisors face marketing struggles, finalist warns
RIA NEWS MAY 28, 2024
Young advisors face marketing struggles, finalist warns

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Stephanie Tsang, North Star Resource Group.

Fee compression is a 'real challenge' for the industry
RIA NEWS MAY 28, 2024
Fee compression is a 'real challenge' for the industry

InvestmentNews Awards 2024, Advisor of the Year (Western region): Robert Patton, SageView Advisory Group.

'It takes a firm to put financial plans together'
RIA NEWS MAY 28, 2024
'It takes a firm to put financial plans together'

InvestmentNews Awards 2024, Advisor of the Year (Regional - Midwest): Jim Wessels, Vision Financial Group.

First generation immigrant advisor brings cultural approach to clients
RIA NEWS MAY 28, 2024
First generation immigrant advisor brings cultural approach to clients

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Divam Mehta, Mehta Financial Group

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