Josh Welsh

Josh Welsh
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Compliance requirements to consider before going RIA
GO RIA COMPLIANCE AUG 15, 2024
Compliance requirements to consider before going RIA

ADV documents that outline the who, what, where and when of the business are critical, says compliance expert.

How has fee compression affected retirement planning?
RETIREMENT RETIREMENT PLANNING AUG 14, 2024
How has fee compression affected retirement planning?

Fee compression is the retirement market adapting to address decumulation needs of plan participants, says Broadridge.

Helping fellow Olympians secure their financial futures
YOUR PRACTICE WOMEN ADVISOR COMMUNITY AUG 13, 2024
Helping fellow Olympians secure their financial futures

Four-time Olympian-turned financial planner Lauryn Williams says professional athletes often take on significant debt with few income opportunities.

Advisors should ride the high and invest in cannabis, expert says
INVESTING ALTERNATIVES AUG 12, 2024
Advisors should ride the high and invest in cannabis, expert says

The cannabis industry offers high risk rewards and proposed reclassification could improve profitably and access to capital.

What are the best TAMPs for RIAs?
GO RIA TAMPS AUG 09, 2024
What are the best TAMPs for RIAs?

Advisors reveal which TAMPs are the best fit for their practices.

Former Vanguard consultant launches new firm to support RIAs
NEWS RIAS AUG 07, 2024
Former Vanguard consultant launches new firm to support RIAs

“By supporting our RIA partners, we can help them differentiate themselves and drive growth.”

The problem is finding new clients not new advisors
YOUR PRACTICE PRACTICE MANAGEMENT AUG 06, 2024
The problem is finding new clients not new advisors

"It's not just about the numbers, it's about getting to know advisors and their motivations."

How to help clients separate political emotions from investment decisions
YOUR PRACTICE PRACTICE MANAGEMENT AUG 01, 2024
How to help clients separate political emotions from investment decisions

Communication is paramount but don't disregard the angst and uncertainty people feel about the election outcome.

Advisors urged to "take a look at their book" to tackle advice gap
YOUR PRACTICE PRACTICE MANAGEMENT AUG 01, 2024
Advisors urged to "take a look at their book" to tackle advice gap

Are you missing out on a loyalty premium by not helping enough clients with financial planning tasks.

Best estate planning bolt-ons for new RIAs
GO RIA BOLT-ONS JUL 30, 2024
Best estate planning bolt-ons for new RIAs

Advisors with a small- to medium-sized firm should consider bolting-on while larger firms can go in-house, Failla says.