Josh Welsh

Josh Welsh
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Nominations now open for Women to Watch Awards
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 05, 2024
Nominations now open for Women to Watch Awards

Nominations for the awards close July 12.

Creative Planning CEO is ‘staying ahead’ of the industry
NEWS INDUSTRY NEWS JUN 05, 2024
Creative Planning CEO is ‘staying ahead’ of the industry

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

Adapt and adjust to evolving emotions and beliefs
NEWS INDUSTRY NEWS JUN 03, 2024
Adapt and adjust to evolving emotions and beliefs

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

Association of African American Financial Advisors chairman ‘involuntarily removed’
NEWS INDUSTRY NEWS MAY 31, 2024
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.

‘An immense responsibility to serve others’
NEWS INDUSTRY NEWS MAY 29, 2024
‘An immense responsibility to serve others’

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

Finalist works to achieve a work-optional lifestyle for clients
NEWS INDUSTRY NEWS MAY 29, 2024
Finalist works to achieve a work-optional lifestyle for clients

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

Excellence Awardee impacts people in 'big, hairy, audacious ways'
NEWS INDUSTRY NEWS MAY 28, 2024
Excellence Awardee impacts people in 'big, hairy, audacious ways'

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

Young advisors face marketing struggles, finalist warns
NEWS INDUSTRY NEWS MAY 28, 2024
Young advisors face marketing struggles, finalist warns

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Stephanie Tsang, North Star Resource Group.

Fee compression is a 'real challenge' for the industry
NEWS INDUSTRY NEWS MAY 28, 2024
Fee compression is a 'real challenge' for the industry

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

'It takes a firm to put financial plans together'
NEWS INDUSTRY NEWS MAY 28, 2024
'It takes a firm to put financial plans together'

InvestmentNews Awards 2024, Advisor of the Year (Regional - Midwest): Jim Wessels, Vision Financial Group.