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
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.