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Josh Welsh

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Displaying 206 results

Topic

Women advisors should ‘believe they belong and recognize that’

Speakers at the InvestmentNews Women Advisor Summit delve into how to grow books of business in 2024.

Topic

Driving growth at Merrill Lynch’s Charlotte office

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): James Wolf, Merrill Lynch Wealth Management.

Topic

‘Everything that I have sacrificed was worth it’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Nina O’Neal, AIM Advisors.

Topic

44 years in the industry … and no plans to retire

InvestmentNews Awards 2024, Advisor of the Year (Regional - West): Wanda Delgado, Insight Financial Advisors.

Topic

‘There’s not enough planners in this world, let alone in the United States’

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Stoy Hall, Black Mammoth.

Topic

The downside of this business? You attend a lot of funerals

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Tim Rueter, Foundation Wealth Strategies.

Topic

‘I want to be a catalyst for change’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.

Topic

InvestmentNews Awards 2024 Excellence Awardees

Full rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.

Topic

We’re a beacon of trust in our community, finalist says

InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.

Topic

‘Assets are a tool to bring clients joy’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.

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