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
Great Wealth Transfer is 'utterly preposterous': Kitces
PRACTICE MANAGEMENT NOV 22, 2024
Great Wealth Transfer is 'utterly preposterous': Kitces

“If your biggest problem is that your patients die on a regular basis, go find more old people who have money, who need a nursing home," Kitces says. "We're not running out of them.”

What the Robinhood TradePMR deal means for RIAs
TECHNOLOGY NOV 20, 2024
What the Robinhood TradePMR deal means for RIAs

While results of the deal won’t be seen for years, RIAs remain optimistic about the opportunities it presents for the space.

M&A is like dating so ‘be true to yourself’
PRACTICE MANAGEMENT (GORIA) NOV 19, 2024
M&A is like dating so ‘be true to yourself’

RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.

The benefits of equity model partnerships for RIAs
PRACTICE MANAGEMENT NOV 18, 2024
The benefits of equity model partnerships for RIAs

"There's no better way than having true financial alignment through equity partnership," one CEO said.

How to prepare for the uncertainty of markets for 2025
RIA NEWS NOV 15, 2024
How to prepare for the uncertainty of markets for 2025

Chief investment officer discusses the importance of diversification and interest rate volatility ahead of a risky year at RIA Activate California.

What RIAs should try to achieve in their first year
PRACTICE MANAGEMENT (GORIA) NOV 14, 2024
What RIAs should try to achieve in their first year

From operations to unique value propositions, advisors weigh in on best goals for new RIAs.

The key to success for next-gen advisors? ‘Be open and flexible’
PRACTICE MANAGEMENT NOV 14, 2024
The key to success for next-gen advisors? ‘Be open and flexible’

Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.

Like the military, ‘plan for the unexpected’
PRACTICE MANAGEMENT NOV 11, 2024
Like the military, ‘plan for the unexpected’

Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.

How to make your website outperform as a new RIA
TECHNOLOGY NOV 07, 2024
How to make your website outperform as a new RIA

From messaging to the target audience, every element of a website tells a story.

Before M&A, consider ‘process and culture’
RIA NEWS NOV 06, 2024
Before M&A, consider ‘process and culture’

Several panelists highlight actionable strategies and advice for RIAs ahead of RIA Activate California. Register today!