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Josh Welsh

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Displaying 206 results

Topic

An amazing opportunity to change millions of households, CEO says

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Amy Webber, Cambridge Investment Group, Inc.

Topic

From rags to riches to awards finalist: Dynasty CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Shirl Penney, Dynasty Financial Partners

Topic

A philosophical lesson in servant leadership

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: George Nichols III, American College of Financial Services.

Topic

Nominations now open for Women to Watch Awards

Nominations for the awards close July 12.

Topic

Creative Planning CEO is ‘staying ahead’ of the industry

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.

Topic

Adapt and adjust to evolving emotions and beliefs

InvestmentNews Awards 2024, Advisor of the Year (Western region): Chris Giovinazzo, Accelerate Retirement.

Topic

Association of African American Financial Advisors chairman ‘involuntarily removed’

Christian Nwasike responds to decision, saying they had 'divergent views on the future direction' of the organization.

Topic

‘An immense responsibility to serve others’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.

Topic

Finalist works to achieve a work-optional lifestyle for clients

InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.

Topic

Excellence Awardee impacts people in ‘big, hairy, audacious ways’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jimmy Williams, Compass Capital Management.

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