Barron's Advisor Investing


Gary Swearingen: Why a Firm With a Weird Name Is Thriving

The managing partner of $2.8-billion-asset SC3F Wealth Management Group on growing his business and guiding clients through the trade-war turmoil.

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This Market Can Seem Scary. How New Investors Can Overcome Cold Feet and Get Started.

Investment pros weigh in with ways to overcome inertia and put money to work.

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Robinhood’s Stephanie Guild: What Next-Gen Advisors Need to Know About Today’s Investors

The president of Robinhood Asset Management shares insights into what makes young investors different from older generations.

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Week’s Best: Trump’s Tax Bill Passes House

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

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What to Make of Today’s Alfred E. Neuman Market

The MAD Magazine character was famous for oblivious optimism and the catchphrase, “What, me worry?”

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3 Ways to Reduce Risk in Investment Portfolios

For clients who can’t stomach volatility, there are a number of ways to reduce wide swings in their portfolios.

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Investing Pros Will Miss Warren Buffett. They Share What He Means to Them.

The Warren Buffett is leaving his role as CEO of Berkshire Hathaway. Investment professionals discuss how he has influenced them.

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Tech Entrepreneurs Have to Make Big Decisions About Their Money. This Team Guides Them Through Volatility.

Merrill’s Arbogast Breen Giles Olmo Group assists ultrawealthy tech entrepreneurs with transferring wealth to their heirs, managing art, and avoiding rash decisions when markets get choppy.

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Here Are America’s Top 250 Private Wealth Teams. The Biggest Are Getting Bigger.

Along with the best private wealth teams, we also rank the top institutional consulting practices and individual advisors.

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This Top Morgan Stanley Team Helps Other Advisors Retire on a High Note

Leaders of Morgan Stanley’s Warr Group explain why advisors close to retirement choose to join their team and how this benefits their clients.

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Wealth Management Teams Are Getting Bigger. The Best Ones Are Also Getting Better.

Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes being too big can backfire.

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These Advisors Offer the Best of Both Worlds: Independence With Big Bank Resources

Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.

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Brokerage Firms Could Lose Billions in Fees if Fund Companies Embrace ETF Share Classes

Industry researcher Cerulli Associates warns of a major fee disruption if regulators approve exchange-traded fund share classes for mutual funds.

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Tariffs Are Starting to Raise Prices. More Increases Could Come in Waves.

When and how much prices will rise depends on the product, and on the ripple effects of the tariff regime, said Paul Donovan, chief economist at UBS Global Wealth Management.

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Leading Fund Group ICI to Lobby for Expanded Access to Private Markets

The Investment Company Institute is asking the second administration of President Donald Trump to ease restrictions that have blocked retail investors from investing in private companies.

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Trump Tariffs Have Shaken Up Markets. How Investment Pros Are Playing Bonds Now.

The trade war has dealt the bond market an unexpected blow. Investment advisors share how they are tweaking fixed-income portfolios.

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UBS Profit Boosted by ‘Huge’ Spike in Client Activity, but Uncertainty Looms

CEO Sergio Ermotti says a prolonged period of discussion and speculation on the Trump administration’s trade policy “will come at a cost.”

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10 Time-Tested Investment Principles for Volatile Markets

Schaffer Private Wealth Group President Michael Schaffer Sr. and Managing Partner Michael Schaffer Jr. discuss how investors can stay calm and stick with their investment plans amid whipsawing markets.

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Arizona Lawmakers Approve a State Crypto Reserve. Other States Could Follow.

Two bills establishing a framework for a digital currency reserve are pending before Arizona’s Democratic governor. Even if she doesn’t sign them, another state will probably enact similar legislation soon.

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Week’s Best: A Dividend Expert’s Best Advice

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

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Trump Tariffs Are Creating Chaos. Barry Ritholtz Says It's Time to Embrace Your Inner Mr. Spock.

The chairman of Ritholtz Wealth Management says his worst-case scenario for the trade war is bleak but investors still need to avoid acting based on emotion.

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Dividend Expert Jenny Harrington: Surviving Volatility and Creating Income

The CEO of Gilman Hill Asset Management talks about why dividend investing works right now, what she likes about Conagra, and the reason next-gen clients invest with her.

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Week’s Best: After the Selloff, What’s Next?

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

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Elliot Dornbusch: $19-Billion CV Advisors’ Plan to Ride Out the Turmoil

The leader of $13 billion-asset CV Advisors says the Trump administration’s tariffs could have long-term consequences but inflation isn’t one of them.

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More Financial Advisors Warm Up to Crypto in Client Portfolios. Here’s Why.

The SEC’s approval of Bitcoin ETFs, the Trump administration’s crypto friendliness, and a crypto advocate at the SEC are creating positive momentum for the controversial asset class.

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