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
'There's not enough planners in this world, let alone in the United States'
RIA NEWS MAY 21, 2024
'There's not enough planners in this world, let alone in the United States'

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Stoy Hall, Black Mammoth.

The downside of this business? You attend a lot of funerals
RIA NEWS MAY 21, 2024
The downside of this business? You attend a lot of funerals

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Tim Rueter, Foundation Wealth Strategies.

‘I want to be a catalyst for change’
RIA NEWS MAY 17, 2024
‘I want to be a catalyst for change’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.

InvestmentNews Awards 2024 Excellence Awardees
RIA NEWS MAY 16, 2024
InvestmentNews Awards 2024 Excellence Awardees

Full rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.

We're a beacon of trust in our community, finalist says
RIA NEWS MAY 16, 2024
We're a beacon of trust in our community, finalist says

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.

‘Assets are a tool to bring clients joy'
RIA NEWS MAY 16, 2024
‘Assets are a tool to bring clients joy'

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.

Past mistakes made me more effective, says finalist
RIA NEWS MAY 16, 2024
Past mistakes made me more effective, says finalist

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.

Former RBC advisor focuses on ‘expanding access for everyone’
RIA NEWS MAY 16, 2024
Former RBC advisor focuses on ‘expanding access for everyone’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Zack Hubbard, Greenspring Advisors.

Osaic chair is ‘raising the stats’ for women advisors
RIA NEWS MAY 14, 2024
Osaic chair is ‘raising the stats’ for women advisors

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Christina Nash, Knox Grove Financial.

Why multi-generational planning can be a double-edged sword
RIA NEWS MAY 14, 2024
Why multi-generational planning can be a double-edged sword

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Kirk Klein, Koss Olinger.

Previous Next