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Josh Welsh

Displaying 206 results

Topic

It’s a mad, Nvidia world

Goldman described the chipmaker as ’the most important stock on the planet.’ What do advisors think?

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SEC bars financial advisor indefinitely

Connecticut-based Andrew Komarow had been barred by Finra in June.

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Next-gen advisors ‘demanding more ownership’ of their firms

Firm ownership and flexibility in the workplace among strategies advisors may want to consider to retain key talent.

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A nomination makes someone feel ‘more included,’ manager says

Nominations for the InvestmentNews Awards close on March 1.

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DOL retirement security rule would be ‘disastrous,’ GOP rep says

Democrats at a House hearing say the retirement rule will ensure workers, retirees and retirement plan sponsors receive advice that is in their best interest.

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Helping clients through divorce is the ‘most rewarding feeling’

A focus on divorce is a 'highly needed area,' advisor says.

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How advisors are maintaining a healthy heart

In honor of Heart Month, advisors share tips on maintaining a healthy lifestyle.

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RIAs struggle to keep up with ancillary services that clients want

An insurance brokerage CEO says RIAs' failure to adopt modern technology is causing them to fall behind.

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Does private equity benefit RIAs?

Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'

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New RIA co-op platform targets diversity gap

The two female advisors behind independent platform explain residency program that aims to ensure talent funnel of diverse candidates.