Barron's Advisor Investing


Here Are America’s Top 100 Women Financial Advisors. Our Ranking Turns 20.

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.

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What Makes Women Investors Tick? Money Pros Weigh In.

Four top-ranked female financial advisors share their secrets to retaining widowed women clients, why some women are better investors than men, and more.

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Women Live Longer Than Men. The Great (Horizontal) Wealth Transfer Is Coming.

More than $80 trillion is slated for offspring and charities—but much of it will go to widows first.

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Week’s Best: Best Investing Moves Now

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

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Head of $8 Billion Wealth Firm Has His Eye on These 3 Major Market Disruptors

The CEO of Aureus Asset Management has his eye on AI, crypto, and GLP-1 drugs.

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Sevasti Balafas Recounts Her ‘Scary’ Career Gamble That Is Paying Off

The founder of $665 million-asset GoalVest explains why she left a comfortable position to start an RIA in New York City.

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Where Money Pros See Investment Opportunities Now

Tariffs may have clouded the economic outlook, but that’s not stopping investment advisors from making new bets.

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Merrill Lynch Ordered to Pay $3.6 Million in Private-Equity Feeder Fund Dispute

A Finra arbitration panel found that two clients were misled about the performance of private-equity investments.

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What the Trump Era Means for ESG Investing 

Many institutional investors still use environmental, social, and governance factors in their strategies. They’re just being quieter about it.

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Vanguard Beefs Up Bond Fund Lineup With 3 New ETFs. Here’s What to Know.

The new additions include an actively managed strategy that aims to outperform the broad Treasury market.

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The World’s Wealthy Want Truly Global Investments. Big Banks Are Responding.

JPMorgan Chase announced last week that it would restructure its private bank.

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When Investing Becomes a Gambling Addiction. 4 Ways Advisors Can Help.

Day trading in “play accounts,” betting on crypto, and experimenting with options have a lot in common with sports betting and prediction markets.

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Equity Compensation Can Create Concentration Risk in Portfolios. How to Manage It.

Advisors need to understand why equity compensation can be a dual-edged sword due to concentration risk.

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Gold and Silver Have Cooled. Why It’s Time to Buy.

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.

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Week’s Best: How to Manage a Financial Windfall

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

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Captrust Expands its Crypto Investing Capabilities, Forges Partnership with EagleBrook

The move reflects growing interest in crypto assets among wealth managers.

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House Passes Bill That Would Broaden Access to Private Markets

The bill would expand the accredited investor definition to include people with relevant education or professional experience.

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Wealthy Families Lean Into Private Credit, Infrastructure Investments

Family offices are also raising concerns about private equity.

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Annuity Sales Continue to Top $100 Billion in First Quarter

Sales remain robust, but the trade group Limra argues providers still need to do a better job educating advisors and investors about their products.

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Changing Weather Patterns Mean Advisors Should Take a Look at the Reinsurance Market

Accelerating climate catastrophes make niche reinsurance strategies potentially more attractive than cat bonds.

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Politics-Based Investing and Overseas Markets: Community Conversations

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.

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Week’s Best: Charles Schwab Is Cutting ETF Fees

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

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Independent Advisors Are Bearish on U.S. Markets, Optimistic About Growing Their Practices

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.

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Professional Investors Worry They’re Falling Behind in Alts, Survey Finds

More than 90% of institutional investors and advisors say they plan to increase their exposure to private markets in the next two years.

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Morgan Stanley’s CEO Says Advisors Are ‘Underweight’ Alts

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.

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