Josh Welsh

Josh Welsh
Displaying 281 results
How can RIAs use social media effectively?
GO RIA PRACTICE MANAGEMENT SEP 05, 2024
How can RIAs use social media effectively?

What makes for good content and what represents a good engagement rate?

Can you have too many custodians?
GO RIA CUSTODIAN AUG 28, 2024
Can you have too many custodians?

When going RIA, should you have one, two or eight custodians? Advisors share their experiences.

An M&A deal is like a marriage, you have to believe in it
YOUR PRACTICE PRACTICE MANAGEMENT AUG 27, 2024
An M&A deal is like a marriage, you have to believe in it

If M&A is the current "zeitgeist" of the industry, should advisors be taking part? Experts weigh in.

Tips and tricks to enhance the client onboarding experience
YOUR PRACTICE PRACTICE MANAGEMENT AUG 25, 2024
Tips and tricks to enhance the client onboarding experience

Advisors share effective strategies that can help take the onboarding experience with clients to another level.

529s, loans, credits ... financial strategies for back-to-school planning
NEWS INDUSTRY NEWS AUG 23, 2024
529s, loans, credits ... financial strategies for back-to-school planning

Advisors share planning ideas, and some lessons learned, to help ensure clients' kids are getting an education.

Maximize withdrawals because taxes are on sale, urges expert
RETIREMENT RETIREMENT PLANNING AUG 22, 2024
Maximize withdrawals because taxes are on sale, urges expert

Complex rules are "ridiculous" but advisors can add long-term value by helping clients get their IRAs and 401(k) balances down.

What to do while waiting to be registered as an RIA
GO RIA COMPLIANCE AUG 21, 2024
What to do while waiting to be registered as an RIA

Compliance expert on the do's and don'ts for new RIAs when waiting to be approved by regulators.

SEC marketing rule is "challenging" to navigate, say advisors
NEWS INDUSTRY NEWS AUG 20, 2024
SEC marketing rule is "challenging" to navigate, say advisors

Rule was designed to be more permissive but advisors remain cautious about touting returns and hypothetical performance.

Private credit narrative (still) gathering steam
INVESTING ALTERNATIVES AUG 19, 2024
Private credit narrative (still) gathering steam

Private credit brings risks but do the risks outweigh the rewards? Advisors weigh in.

Where has all the cash gone?
NEWS INDUSTRY NEWS AUG 16, 2024
Where has all the cash gone?

New Advyzon reports finds cash allocation dipped from 9.5% in 2021 to 4.6% by the end of 2023.