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
The next big challenge advisors face
PRACTICE MANAGEMENT APR 15, 2024
The next big challenge advisors face

'This war of human capital isn't going to get better, it's going to get worse in my opinion,' RIA exec says.

Taking care of business with spring cleaning
PRACTICE MANAGEMENT APR 11, 2024
Taking care of business with spring cleaning

From portfolio reviews to tidying up client accounts, advisors share what they're cleaning up this spring.

A risky career for show biz clients
PRACTICE MANAGEMENT APR 10, 2024
A risky career for show biz clients

‘Save first and then establish ... lifestyle second,’ advisor tells her clients in the entertainment industry

‘The best is yet to come’ for AI
FINTECH APR 09, 2024
‘The best is yet to come’ for AI

Broadridge survey finds 75 percent of firms are confident about their tech offerings.

More fee-for-service models, please!
PRACTICE MANAGEMENT (GORIA) APR 08, 2024
More fee-for-service models, please!

Axtella executive says the advice industry faces challenges in connecting with younger clients.

It’s back to school for advisors
PRACTICE MANAGEMENT (GORIA) APR 05, 2024
It’s back to school for advisors

Firms tap into educational programs to recruit and retain next-gen talent.

RIAs face critical need for the ‘right people’
PRACTICE MANAGEMENT APR 04, 2024
RIAs face critical need for the ‘right people’

'Creating the right culture is critical, and making sure that we're not only attracting the right talent, but retaining that talent,' an advisor says.

The trouble with athletes retiring
PRACTICE MANAGEMENT APR 03, 2024
The trouble with athletes retiring

Athletes face two retirements, advisor says, and that can entail additional career plans and expenses.

Former AssetMark CEO Ahluwalia joins Hightower as president
RIA NEWS APR 02, 2024
Former AssetMark CEO Ahluwalia joins Hightower as president

RIAs should have ‘quality leadership teams,’ says Hightower CEO Bob Oros.

Are 401(k)s the ultimate retirement plan?
RETIREMENT PLANNING MAR 28, 2024
Are 401(k)s the ultimate retirement plan?

Advisors weigh in on the impact the DOL’s retirement security rule will have on 401(k) plans and retirement.