Dozens of women have repeatedly made our list over the past two decades. It’s a testament to the overall excellence of the advisors we highlight each year.
3 minute read
Four top-ranked female financial advisors share their secrets to retaining widowed women clients, why some women are better investors than men, and more.
3 minute read
More than $80 trillion is slated for offspring and charities—but much of it will go to widows first.
Long Read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
The CEO of Aureus Asset Management has his eye on AI, crypto, and GLP-1 drugs.
Long Read
The founder of $665 million-asset GoalVest explains why she left a comfortable position to start an RIA in New York City.
Long Read
Tariffs may have clouded the economic outlook, but that’s not stopping investment advisors from making new bets.
Long Read
A Finra arbitration panel found that two clients were misled about the performance of private-equity investments.
4 minute read
Many institutional investors still use environmental, social, and governance factors in their strategies. They’re just being quieter about it.
Long Read
The new additions include an actively managed strategy that aims to outperform the broad Treasury market.
2 minute read
JPMorgan Chase announced last week that it would restructure its private bank.
3 minute read
Day trading in “play accounts,” betting on crypto, and experimenting with options have a lot in common with sports betting and prediction markets.
Long Read
Advisors need to understand why equity compensation can be a dual-edged sword due to concentration risk.
Long Read
The S&P 500 and the Nasdaq closed at record highs on Friday, and precious metals have lost momentum. Stocks look pricey, however, and the bull case remains for gold and silver.
3 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
The move reflects growing interest in crypto assets among wealth managers.
1 minute read
The bill would expand the accredited investor definition to include people with relevant education or professional experience.
3 minute read
Family offices are also raising concerns about private equity.
2 minute read
Sales remain robust, but the trade group Limra argues providers still need to do a better job educating advisors and investors about their products.
3 minute read
Accelerating climate catastrophes make niche reinsurance strategies potentially more attractive than cat bonds.
3 minute read
Readers weigh in on whether or not political beliefs should influence investing decisions, discuss the bull case for international stocks, and explore why many well-off retirees struggle to spend.
4 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
3 minute read
More than three-fifths of respondents to a new survey from Interactive Brokers said they were “confident” or “extremely confident” in their ability to grow their business in 2025.
2 minute read
More than 90% of institutional investors and advisors say they plan to increase their exposure to private markets in the next two years.
3 minute read
Morgan Stanley CEO Ted Pick is looking to increase exposure to alternative investments and drive conversions from the company’s workplace advisory business to its financial advisors who serve individuals.
3 minute read