Josh Welsh

Josh Welsh is a financial journalist, covering practice management, registered investment advisor (RIA) strategy, fintech, fixed income, and wealth management trends for financial advisors and wealth management professionals across the United States. His reporting focuses on the business of running an advisory practice — including talent acquisition, succession planning, the great wealth transfer, client experience, and the adoption of technology by independent advisory firms. Josh is part of Key Media's Wealth vertical, where he covers financial services across multiple publications. He holds a Bachelor of Journalism and a diploma in screen acting from Humber College in Toronto.

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Josh Welsh
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How advisors are maintaining a healthy heart
PRACTICE MANAGEMENT FEB 14, 2024
How advisors are maintaining a healthy heart

In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.

RIAs struggle to keep up with ancillary services that clients want
LIFE INSURANCE AND ANNUITIES FEB 12, 2024
RIAs struggle to keep up with ancillary services that clients want

An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.

Does private equity benefit RIAs?
RIA NEWS FEB 12, 2024
Does private equity benefit RIAs?

Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'

New RIA co-op platform targets diversity gap
PRACTICE MANAGEMENT FEB 12, 2024
New RIA co-op platform targets diversity gap

The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.

Marketing strategies that will help your firm grow
PRACTICE MANAGEMENT FEB 08, 2024
Marketing strategies that will help your firm grow

Advisors and experts weigh in on the different approaches advisors can take.

Advisors spend average of $16K a year on marketing: Study
PRACTICE MANAGEMENT FEB 07, 2024
Advisors spend average of $16K a year on marketing: Study

Is marketing a luxury or an afterthought? Advisors and industry experts have their say.

‘RIAs make wonderful business partners,’ investor says
RIA NEWS FEB 06, 2024
‘RIAs make wonderful business partners,’ investor says

Managing partner at Merchant Investment Management says RIAs’ growth and yield are the main attractions.

Advisor nominated for award says it ‘felt like being a winner’
RIA NEWS FEB 05, 2024
Advisor nominated for award says it ‘felt like being a winner’

Nominations for the inaugural InvestmentNews Awards are open. Nominate someone today!

How advisors are helping clients with cancer
PRACTICE MANAGEMENT FEB 02, 2024
How advisors are helping clients with cancer

While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.

Estimated health care expenses in retirement increase again: EBRI
RETIREMENT PLANNING JAN 31, 2024
Estimated health care expenses in retirement increase again: EBRI

Men on Medicare would need as much as $184,000 to have a 90 percent chance of meeting their health care costs, and women as much as $217,000.