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
Employers say employees are ready for retirement but employees disagree
RETIREMENT PLANNING DEC 01, 2023
Employers say employees are ready for retirement but employees disagree

37% of participants 50 and over say they will retire later than expected.

Preparing clients for the possibility of cognitive decline
PRACTICE MANAGEMENT DEC 01, 2023
Preparing clients for the possibility of cognitive decline

Advisors highlight strategies to ensure that clients are ready and help those battling the disease.

Bank fined $24M for spoofing in Treasuries market
WIREHOUSES NOV 30, 2023
Bank fined $24M for spoofing in Treasuries market

Two former employees engaged in more than 700 ‘spoofs’ over almost a decade, Finra charges.

Despite myths, TAMPs help advisors save time
TAMPS NOV 22, 2023
Despite myths, TAMPs help advisors save time

AssetMark's Sara Paulson highlights why advisors should be using turnkey asset management platforms.

Wealth inequality is result of 'pure randomness': Study
RIA NEWS NOV 21, 2023
Wealth inequality is result of 'pure randomness': Study

But advisors say there’s more to the wealth gap than 'just luck.'

DAFs are the gift that keeps on giving
PRACTICE MANAGEMENT NOV 17, 2023
DAFs are the gift that keeps on giving

Donor-advised funds offer many benefits, including tax deductions and the potential for asset growth.

TAMP is ‘a misused term’
FINTECH NOV 16, 2023
TAMP is ‘a misused term’

Adhesion Wealth’s Barrett Ayer highlights problems related to TAMPs – and a solution – in advance of RIA Labs webinar.

Edelman purchases $500M Massachusetts RIA
RIA NEWS NOV 16, 2023
Edelman purchases $500M Massachusetts RIA

The acquisition is Edelman’s fifth over the last year.

Investors ‘very concerned’ about 2024 presidential election: Survey
RIA NEWS NOV 15, 2023
Investors ‘very concerned’ about 2024 presidential election: Survey

Advisors say it’s premature to be worried about the results of the election – and frankly, the incumbent doesn’t matter.

Is 50/30/20 the new 60/40?
ALTERNATIVES NOV 14, 2023
Is 50/30/20 the new 60/40?

Alternatives asset manager says strategy is outdated but CIO argues talk of its demise is premature.