Josh Welsh

Josh Welsh
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Great Wealth Transfer is 'utterly preposterous': Kitces
NEWS RIAS NOV 22, 2024
Great Wealth Transfer is 'utterly preposterous': Kitces

“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 says. "We're not running out of them.”

What the Robinhood TradePMR deal means for RIAs
GO RIA TECHNOLOGY NOV 20, 2024
What the Robinhood TradePMR deal means for RIAs

While results of the deal won’t be seen for years, RIAs remain optimistic about the opportunities it presents for the space.

M&A is like dating so ‘be true to yourself’
GO RIA PRACTICE MANAGEMENT NOV 19, 2024
M&A is like dating so ‘be true to yourself’

RIAs discuss how to master M&A to grow the practice at recent RIA Activate California event.

The benefits of equity model partnerships for RIAs
NEWS RIAS NOV 18, 2024
The benefits of equity model partnerships for RIAs

"There's no better way than having true financial alignment through equity partnership," one CEO said.

How to prepare for the uncertainty of markets for 2025
NEWS RIAS NOV 15, 2024
How to prepare for the uncertainty of markets for 2025

Chief investment officer discusses the importance of diversification and interest rate volatility ahead of a risky year at RIA Activate California.

What RIAs should try to achieve in their first year
GO RIA PRACTICE MANAGEMENT NOV 14, 2024
What RIAs should try to achieve in their first year

From operations to unique value propositions, advisors weigh in on best goals for new RIAs.

The key to success for next-gen advisors? ‘Be open and flexible’
YOUR PRACTICE PRACTICE MANAGEMENT NOV 14, 2024
The key to success for next-gen advisors? ‘Be open and flexible’

Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.

Like the military, ‘plan for the unexpected’
YOUR PRACTICE PRACTICE MANAGEMENT NOV 11, 2024
Like the military, ‘plan for the unexpected’

Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.

How to make your website outperform as a new RIA
GO RIA TECHNOLOGY NOV 07, 2024
How to make your website outperform as a new RIA

From messaging to the target audience, every element of a website tells a story.

Before M&A, consider ‘process and culture’
NEWS RIAS NOV 06, 2024
Before M&A, consider ‘process and culture’

Several panelists highlight actionable strategies and advice for RIAs ahead of RIA Activate California. Register today!