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
Making a positive impact on your clients and your team
PRACTICE MANAGEMENT OCT 10, 2023
Making a positive impact on your clients and your team

The co-founder of Mission Wealth shares ways to develop relationships with clients and colleagues at Advisor Insights Lab.

There's more to the advisory business than just managing money
PRACTICE MANAGEMENT OCT 09, 2023
There's more to the advisory business than just managing money

Bruce Ensrud of Parable Wealth talks about his firm’s growth, aspirations ahead of the Advisor Insights Lab.

Consumers with CFPs live better lives, study finds
PRACTICE MANAGEMENT OCT 05, 2023
Consumers with CFPs live better lives, study finds

A report from the Financial Planning Standards Board finds that clients of CFPs have enriched trust and more confidence about their finances.

Retirement risks in the RIA world and how to manage them
RETIREMENT PLANNING OCT 02, 2023
Retirement risks in the RIA world and how to manage them

Experts discuss life expectancy and other retirement risks faced by advisors and their clients at a recent RIA LABs webinar.

Boomer women are leading when it comes to wealth
WOMEN ADVISOR COMMUNITY OCT 02, 2023
Boomer women are leading when it comes to wealth

Haleh Moddasser shares her experiences as a boomer woman ahead of the Women Advisor Summit.

Investors should ‘warm up’ to funds of funds, Opto says
ALTERNATIVES SEP 29, 2023
Investors should ‘warm up’ to funds of funds, Opto says

Many investors may shy away from such funds because of their fees.

Annuities are changing the game for advisors
RETIREMENT PLANNING SEP 29, 2023
Annuities are changing the game for advisors

Experts discuss the advantages of annuities and a handy tool for advisors at a recent webinar.

$116 billion saved in HSAs, Devenir finds
RETIREMENT PLANNING SEP 28, 2023
$116 billion saved in HSAs, Devenir finds

Asset and investment growth in health savings accounts was strong during the first half.

Webinar for RIAs discusses annuities, retirement planning
RETIREMENT PLANNING SEP 25, 2023
Webinar for RIAs discusses annuities, retirement planning

The RIA LABS event looks at longevity risks and various products that can be used.

Planning for retirement? Here’s what you should know
RETIREMENT PLANNING SEP 25, 2023
Planning for retirement? Here’s what you should know

Advisors gives retirement advice ahead of RIA LABS webinar.