Josh Welsh

Josh Welsh
Displaying 291 results
Millennials more retirement ready than boomers, study finds
RETIREMENT RETIREMENT PLANNING DEC 07, 2023
Millennials more retirement ready than boomers, study finds

Three investment options that weren't available to boomers are working to millennials' advantage.

Employers say employees are ready for retirement but employees disagree
RETIREMENT RETIREMENT PLANNING DEC 01, 2023
Employers say employees are ready for retirement but employees disagree

37% of participants 50 and over say they will retire later than expected.

Preparing clients for the possibility of cognitive decline
YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2023
Preparing clients for the possibility of cognitive decline

Advisors highlight strategies to ensure that clients are ready and help those battling the disease.

Bank fined $24M for spoofing in Treasuries market
NEWS WIREHOUSES NOV 30, 2023
Bank fined $24M for spoofing in Treasuries market

Two former employees engaged in more than 700 ‘spoofs’ over almost a decade, Finra charges.

Despite myths, TAMPs help advisors save time
GO RIA TAMPS NOV 22, 2023
Despite myths, TAMPs help advisors save time

AssetMark's Sara Paulson highlights why advisors should be using turnkey asset management platforms.

Wealth inequality is result of 'pure randomness': Study
NEWS INDUSTRY NEWS NOV 21, 2023
Wealth inequality is result of 'pure randomness': Study

But advisors say there’s more to the wealth gap than 'just luck.'

DAFs are the gift that keeps on giving
YOUR PRACTICE PRACTICE MANAGEMENT NOV 17, 2023
DAFs are the gift that keeps on giving

Donor-advised funds offer many benefits, including tax deductions and the potential for asset growth.

TAMP is ‘a misused term’
YOUR PRACTICE FINTECH NOV 16, 2023
TAMP is ‘a misused term’

Adhesion Wealth’s Barrett Ayer highlights problems related to TAMPs – and a solution – in advance of RIA Labs webinar.

Edelman purchases $500M Massachusetts RIA
NEWS RIAS NOV 16, 2023
Edelman purchases $500M Massachusetts RIA

The acquisition is Edelman’s fifth over the last year.

Investors ‘very concerned’ about 2024 presidential election: Survey
NEWS INDUSTRY NEWS NOV 15, 2023
Investors ‘very concerned’ about 2024 presidential election: Survey

Advisors say it’s premature to be worried about the results of the election – and frankly, the incumbent doesn’t matter.