Josh Welsh is a journalist who writes for InvestmentNews and Wealth Professional Canada Magazine. His articles cover a wide range of topics related to financial advising, including industry trends, client prospecting, estate planning, cryptocurrency, and technology. Josh provides valuable insights and analysis to help financial advisors navigate the ever-changing landscape of their profession.
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Josh Welsh's coverage spans personal finance, wealth management, and investment strategies. He heavily cites data and seeks expert commentary to provide insights on the financial advisory industry. Pitches to him should offer access to credible experts with in-depth knowledge of financial advising, retirement planning, or investment strategies.
Given his focus on data-driven content and expert perspectives, pitches can highlight original research or unique insights that would add value to his articles. Additionally, topics related to emerging trends in the financial advisory industry may resonate well with him.
Since Josh does not have a specified geographic focus and covers a wide range of business-related themes such as human resources & employment alongside personal finance and wealth management; relevant sources from any location could be pertinent for providing insightful commentary within these areas.
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Advisors argue that there are other means to drive growth than requesting referrals.
Fifty-two percent of investors have only ever had a relationship with one advisor, a survey from Dynasty Financial Partners found. "Clients are the advisor's employer," one advisor said.
"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.
By: Josh Welsh
TD Asset Management execs highlight the role the triple Ds play in investment portfolios for institutional investors
Several panelists highlight actionable strategies and advice for RIAs ahead of RIA Activate California. Register today!
By: Josh Welsh
Head of Canada at Ninety One explains the growing trend among Canadian investors to move away from domestic fixed income to a global multi-asset credit approach
By: Josh Welsh
Head of DB Solutions at Sun Life asserts pension risk transfers are heading for more growth and why plan sponsors should consider de-risking pension plans
"There's no better way than having true financial alignment through equity partnership," one CEO said.
Virtual care execs highlight proactive healthcare strategies that can help employers foster a healthier, and more resilient, productive workforce
“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 said. "We're not running out of them.”
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