Barron's Advisor Investing


Trapped in a Private-Credit Fund? Here’s What You Can Do.

Some asset managers are limiting redemptions amid growing worries about private credit. Financial advisors explain how they help clients who want out.

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Suspended Broker Who Posed as Wall Street Guru on Social Media Pleads Guilty to Fraud

Kenneth Thom, who went by K Money and K$, stole hundreds of thousands of dollars from clients and lost much of the rest of their money through a failed options-trading strategy, according to prosecutors.

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Week’s Best: How Not to Run Out of Money in Retirement

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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Financial Advisors Are Turning Portfolios Into ETFs. Wait, They Can Do That?

The 351 ETF exchanges are increasingly popular, but they are complex and may get additional scrutiny from the IRS.

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Week’s Best: Problems in Private Credit

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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How Mom-and-Pop Investors Can Find a Good Financial Advisor

As financial advisors set their sights on the wealthiest Americans, mainstream investors are getting squeezed out. Here’s what to do.

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How One Financial Advisor Helps Women Find Their Way After the Loss of a Spouse

Barron’s fourth-ranked advisor in New Mexico, Katie Thompson, explains the key concerns for widowed or divorced women suddenly faced with navigating their finances alone.

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This Financial Advisor Picks Stocks and Bonds the Old-Fashioned Way. Where He’s Investing Now.

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and bonds. That has helped him build a thriving practice.

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This Advisor Earns Rich Rewards From a Plain Vanilla Approach to Investing

Yaz Hassan, ranked No. 11 in Tennessee on Barron’s 2026 list of Top 1500 Advisors, helps clients grow their wealth while avoiding unnecessary risks.

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Here Are the Top 1500 Financial Advisors of 2026. Why Our List Grew.

Barron’s 18th annual state-by-state ranking of financial advisors has gotten bigger—and, we’d argue, better than ever.

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Most Crypto Assets Aren’t Securities, Say SEC, CFTC. Only Tokenized Stocks and Bonds Are.

Regulators issue long-awaited guidance that is a stark reversal from the previous administration’s approach to regulating digital assets.

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Private-Credit Fears Are Spreading: What Financial Advisors Are Telling Clients

Investors have become anxious about problems emerging in private credit, and some asset managers are limiting redemptions from their funds.

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Week’s Best: Robinhood’s Venture Fund Starts Trading

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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Armed With AI, an Ex-Citi CIO Strives to Shake Up the Industry

David Bailin says his New York-based start-up wealth manager, CIO Group, is built to deliver more for wealthy investors.

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Charles Schwab’s Direct Crypto Offering Is Coming Soon. What to Know.

The company is forging ahead with plans to allow customers to directly hold Bitcoin and Ethereum even though the “fervor” around digital assets has waned.

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Week’s Best: Banks’ and Brokerage Firms’ Very Bad Day

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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How Will the Iran War Affect Your Investments? Money Pros Weigh In.

Wealth management strategists stress the importance of maintaining portfolio diversification and separating short-term headline shocks from long-term economic effects.

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Week’s Best: Merrill’s New Trading Desk for Super Rich Investors

Here’s our weekly roundup of the most-read articles at Barron’s Advisor

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To Survive the Crypto Winter, Remember Why You Bought Bitcoin in the First Place

Advisors should remind clients of Bitcoin’s history of rebounding after steep declines to help prevent them from selling at a low point.

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How Shang Chou Went From Selling Software to Advisors to Running a Wealth Management Firm

The co-founder of Dishmi Capital explains how he plans to use his experience in private banking and asset management to build a next-level firm.

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Victory Capital Discloses Competing Bid to Buy Janus Henderson

A consortium led by Nelson Peltz’s Trian Fund Management is the other contender to buy asset manager Janus Henderson.

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Merrill Launches Special Trading Desk for Wealthiest Clients

The Direct Markets Group is geared for individuals and family offices with at least $50 million who want to take an active role in managing their portfolios.

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Week’s Best: This Is Hazel, the AI Tool That Rocked Markets

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

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Morgan Stanley Slashes Fees for Private-Market Investments Through EquityZen

The move continues Morgan Stanley’s push to expand access to private companies for wealthy investors and expand its workplace business.

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Here Are the Alternative Investments Money Pros Like Now

Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.

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