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
Direct indexing name needs a makeover, report finds
EQUITIES SEP 19, 2023
Direct indexing name needs a makeover, report finds

Hearts & Wallets study highlights confusion around the term and the customization strategy.

Envestnet partners with iconik for personalized proxy voting
EQUITIES SEP 18, 2023
Envestnet partners with iconik for personalized proxy voting

'Advisors in the Envestnet ecosystem will have access to set-and-forget voting technology,' says iconik's Alex Thaler.

Advisory team leaves Wells Fargo for Raymond James
RIA NEWS SEP 18, 2023
Advisory team leaves Wells Fargo for Raymond James

Team managed more than $170 million and say move will fuel their business.

Morningstar to cut 12% of Sustainalytics staff
PRACTICE MANAGEMENT SEP 18, 2023
Morningstar to cut 12% of Sustainalytics staff

More than 200 people expected to lose their jobs.

Fractional shares are back: Wells Fargo launches Stock Fractions
RIA NEWS SEP 15, 2023
Fractional shares are back: Wells Fargo launches Stock Fractions

WellsTrade clients can start investing for as little as $10.

Former Cetera advisor rejoins team
INDEPENDENT BROKER DEALERS SEP 15, 2023
Former Cetera advisor rejoins team

Anne Crabbe was formerly with firm in 2021.

Jamie Hopkins to leave Carson Group
RIA NEWS SEP 12, 2023
Jamie Hopkins to leave Carson Group

We'll miss his leadership and passion for profession, says RIA

Homrich Berg announces C-suite change
PRACTICE MANAGEMENT SEP 12, 2023
Homrich Berg announces C-suite change

Thomas Carroll to replace Andy Berg at the RIA's helm in 2024.

Father-son financial advisors launch Climer Wealth Management Group
INDEPENDENT BROKER DEALERS SEP 12, 2023
Father-son financial advisors launch Climer Wealth Management Group

Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.

Lincoln team managing $800M moves to LPL Financial
INDEPENDENT BROKER DEALERS SEP 06, 2023
Lincoln team managing $800M moves to LPL Financial

Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.