Barron's Advisor Q&A

Cincinnati-based Truepoint laid the groundwork for long-term independence two decades ago. Here’s how it’s going.

A next-gen advisor and regional president at $30 billion MAI Capital Management explains how he made his own luck.

The leader of one Barron’s top private wealth management teams started his career in sales, outside of finance, and explains why it made him a better financial advisor.

Jelena Zec, a director with Citi’s venture-capital business, says its portfolio companies are the kind that will transform the industry.

Morgan Stanley’s Ara Talkov puts her Ivy League basketball experience to use helping athletes and influencers figure out their financial lives.

Kevin Grimes, head of $5.8 billion-asset Grimes & Co., explains why the time was right to take private-equity money.

The $70.4 billion-asset firm that focuses on family-office services is moving up Barron’s Top RIA rankings.

Why NewEdge Capital is using alternative investments amid an uncertain economy—and how it’s benefiting from having private-equity backers.

J.P. Morgan’s Tracey Gluck explains how she found her calling after swapping an education career for Wall Street.

The CEO of one of the largest aggregators of independent wealth management firms is aiming even bigger.

Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their financial journeys.

The founder of United Capital and former Goldman Sachs executive explains how his new firm, Rise Growth Partners, aims to help midsize registered investment advisory firms grow.

Ameriprise financial advisor Jennifer Marcontell weighs in on the market and her successful career.

The chief investment officer of BNY Wealth explains why she’s bullish on tech, financials, and utilities.

Age-old financial scams have become digitized, putting seniors at greater risk, says Adam Frank, head of wealth planning and advice at J.P. Morgan Wealth Management.

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

Joe Lonsdale, looking to fix “broken” systems, targets estate planning and alternative investments.

Knight, who is also the firm’s chief economist, explains how it plans to retain its boutique feel even as it continues to grow.

The leader of $340 billion-asset Osaic explains how the wealth management giant is positioning for the future.

The head of Oliver Wyman’s North American wealth management consulting practice says big wealth management firms have an edge in taking advantage of artificial intelligence.

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

Gregg George, a founder of Crescent Grove Advisors, says the firm is doubling down on its organic-only growth strategy.

The CEO of $450 billion-asset Focus Financial Partners discusses the company’s new direction.

The financial advisor says history shows the stock market’s long bull run could cool off considerably over the next decade.

Mercer Advisors’ Kara Duckworth explains why women shouldn’t be considered a “niche” market in wealth management even if they often have different needs.