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 trust is at the core of financial planning
RIA NEWS MAY 13, 2024
Why trust is at the core of financial planning

InvestmentNews Awards 2024, Advisor of the Year – Alternative Investments: Joseph Spada, Summit Financial.

'Altruistic relationship' with clients key to advisor's success
RIA NEWS MAY 13, 2024
'Altruistic relationship' with clients key to advisor's success

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): MaryAnn Pietromonaco, Morgan Stanley.

A leader who understands the value of mentorship
RIA NEWS MAY 13, 2024
A leader who understands the value of mentorship

InvestmentNews Awards 2024, Advisor of the Year (Northeast region): Zach Gering, Wealthspire Advisors.

Advisor propelled by social media 'superpower'
RIA NEWS MAY 13, 2024
Advisor propelled by social media 'superpower'

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Sam Huzczo, SGH Wealth Management.

Caution remains the watchword when it comes to AI
FINTECH MAY 10, 2024
Caution remains the watchword when it comes to AI

The appeal of time-saving tools are obvious but there remains confusion around implementing a cohesive AI strategy, says advisor.

To tuck, or not to tuck? That is the RIA question
COMPLIANCE MAY 09, 2024
To tuck, or not to tuck? That is the RIA question

The pros and cons of building your own firm or joining an existing one.

Want your firm to thrive? Focus on growth and relationship strategies
PRACTICE MANAGEMENT MAY 07, 2024
Want your firm to thrive? Focus on growth and relationship strategies

President of Crestwood Advisors says how a company thinks about growth is key to achieving it over the long term.

Millennials want advice now but industry 'unprepared'
PRACTICE MANAGEMENT MAY 06, 2024
Millennials want advice now but industry 'unprepared'

Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.

Want to go RIA with annuities? Here’s where to start
LIFE INSURANCE AND ANNUITIES MAY 02, 2024
Want to go RIA with annuities? Here’s where to start

Ditching your legacy annuities when going independent used to be commonplace but there are now more options, says industry insiders.

How ex-Amazon employee grew his tech client base
PRACTICE MANAGEMENT MAY 01, 2024
How ex-Amazon employee grew his tech client base

A shared language and data-driven, iterative approach has enabled advisor to foster long-term relationships in his niche.