Josh Welsh

Josh Welsh
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44 years in the industry ... and no plans to retire
NEWS INDUSTRY NEWS MAY 21, 2024
44 years in the industry ... and no plans to retire

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

'There's not enough planners in this world, let alone in the United States'
NEWS INDUSTRY NEWS MAY 21, 2024
'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.

The downside of this business? You attend a lot of funerals
NEWS INDUSTRY NEWS MAY 21, 2024
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.

‘I want to be a catalyst for change’
NEWS INDUSTRY NEWS MAY 17, 2024
‘I want to be a catalyst for change’

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

InvestmentNews Awards 2024 Excellence Awardees
NEWS INDUSTRY NEWS MAY 16, 2024
InvestmentNews Awards 2024 Excellence Awardees

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

We're a beacon of trust in our community, finalist says
NEWS INDUSTRY NEWS MAY 16, 2024
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.

‘Assets are a tool to bring clients joy'
NEWS INDUSTRY NEWS MAY 16, 2024
‘Assets are a tool to bring clients joy'

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

Past mistakes made me more effective, says finalist
NEWS INDUSTRY NEWS MAY 16, 2024
Past mistakes made me more effective, says finalist

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.

Former RBC advisor focuses on ‘expanding access for everyone’
NEWS INDUSTRY NEWS MAY 16, 2024
Former RBC advisor focuses on ‘expanding access for everyone’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Zack Hubbard, Greenspring Advisors.

Osaic chair is ‘raising the stats’ for women advisors
NEWS INDUSTRY NEWS MAY 14, 2024
Osaic chair is ‘raising the stats’ for women advisors

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Christina Nash, Knox Grove Financial.