Barron's Advisor Q&A

The recently retired chief executive officer explains why doubling the number of CFPs was so important and why the organization decided not to expand the number of professional credentials it offers.

Developing your emotional intelligence won’t just improve your value as an advisor, it will generate organic growth at your firm.

Older and younger generations think—and communicate—about wealth very differently. A J.P. Morgan executive explains why.

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

Ritik Malhotra, the founder of Savvy Wealth, explains how his firm is trying to use technology to make financial advisors’ work more efficient.

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.

Beth Rosenwald’s clients include families affected by federal government downsizing. Here’s what she’s telling them.

After becoming a million-dollar producer, Merrill financial advisor J.C. Mcknight had a crisis of motivation. Here’s how he got fired up again.

Longtime United Capital executive Gary Roth explains how $11 billion Modern Wealth Management is built to spur organic growth.

The co-founder of Great Valley Advisor Group, in Berwyn, Pa., started his career in telecommunications, but he couldn’t resist scratching the entrepreneurial itch.

Barron’s Hall of Fame advisor Inna Kelly talks equity compensation, the keys to a happy career, and her immigrant-parent role models.

The CEO and investment chief of a Chicago-based wealth manager with $13.2 billion explains how he beats the market long term and why he isn’t a fan of private credit and is selective when it comes to private equity.

How Santa Barbara-based Mission Wealth is balancing its boutique culture with its growth ambitions.

A top investment pro at Wells Fargo says investors should expect plenty of volatility this year.

The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to provide financial planning.

The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.

Dane Sauer, 32, explains how curiosity—and a willingness to relocate—put him on the career fast track.

The founder of $8 billion Heritage Wealth Advisors speaks with Barron’s about AI, managing growth, and the Netflix-ification of financial advice.

Amid a backlash to ESG investing, the president and chief investment officer of Reynders, McVeigh Capital Management, remains optimistic.

A fourth-generation member of the family behind Franklin Templeton explains how he fell somewhat close to the tree.

The former Merrill executive and head of Sanctuary Wealth explains the strategy behind his new firm.

Ahead of Veterans Day, Merrill’s president and co-head discusses his military background and why veterans are a great recruiting pool for the wealth management industry.

TIAA, the retirement-plan behemoth, also has a wealth management business with more than $200 billion of assets and nearly 700 financial advisors. The head of that business outlines how it works.

The president of Cetera Wealth Management talks with Barron’s Advisor about his open recruiting pitches to Commonwealth advisors, his role in Cetera’s acquisition of Avantax, and more.

The serial entrepreneur sits down with Barron’s Advisor to discuss his new wealth management start-up, Evergreen Wealth.