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
Advisors must go beyond the numbers, finalist says
RIA NEWS MAY 28, 2024
Advisors must go beyond the numbers, finalist says

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Rocco Carriero, Rocco A. Carriero Wealth Partners, Ameriprise Financial.

Putting clients first is always top priority for finalist
RIA NEWS MAY 28, 2024
Putting clients first is always top priority for finalist

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): John Loyd, The Wealth Planner.

Be proactive and plan for the next 'black swan' event
RIA NEWS MAY 28, 2024
Be proactive and plan for the next 'black swan' event

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Greg Guenther, GRANTvest Financial Group.

From 'investing' as a kid to solo practice success
RIA NEWS MAY 27, 2024
From 'investing' as a kid to solo practice success

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Keary Castleberry, Snowden Lane Partners.

Bringing the five pillars of wealth management together
RIA NEWS MAY 27, 2024
Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Finalist founded her RIA at just 29 years old
RIA NEWS MAY 24, 2024
Finalist founded her RIA at just 29 years old

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jenna Biancavilla, Pearl Capital Management

Women advisors should 'believe they belong and recognize that’
WOMEN ADVISOR COMMUNITY MAY 24, 2024
Women advisors should 'believe they belong and recognize that’

Speakers at the InvestmentNews Women Advisor Summit delve into how to grow books of business in 2024.

Driving growth at Merrill Lynch's Charlotte office
RIA NEWS MAY 23, 2024
Driving growth at Merrill Lynch's Charlotte office

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): James Wolf, Merrill Lynch Wealth Management.

‘Everything that I have sacrificed was worth it’
RIA NEWS MAY 22, 2024
‘Everything that I have sacrificed was worth it’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Nina O’Neal, AIM Advisors.

44 years in the industry ... and no plans to retire
RIA NEWS MAY 21, 2024
44 years in the industry ... and no plans to retire

InvestmentNews Awards 2024, Advisor of the Year (Regional - West): Wanda Delgado, Insight Financial Advisors.

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