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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While April 15 is behind us, some advisors have just begun to talk taxes with their clients.
Feraud Calixte of Modera repeatedly tells the health care professionals he advises about the importance of financial care.
By: Josh Welsh
Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.
Fidelity says the Growth Hub platform will help advisors acquire new business, expand client relationships and scale their business,
The inaugural awards night on June 20 will celebrate the industry's best and brightest. Did you make the list?
By: Josh Welsh
Greenwashing scared off many investors but advisor says the key is helping clients gain a deeper understanding of what matters to them.
Prospective RIAs see the potential for more profit and flexible but there are some fundamentals you need to figure out first.
By: Josh Welsh
Advisor who has developed a successful niche working with LGBTQ-plus clients addresses stereotypes, homophobia, and the impact of the AIDS crisis.
Industry executives discuss being highly selective in private credit and the rise of hybrid ETFs.
Advisors respond after report suggests clients are not having enough input into the advisory experience
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