Barron's Advisor POV

In the early stages, it takes confidence, support, and advocacy from mentors to get ahead.

The best after-tax returns will come from implementing tax planning strategies across decades, not months.

If retirees are forced to withdraw funds from a declining portfolio, those losses become locked in and can permanently impair long-term financial security.

It isn’t enough to embrace change. By going a step further and seeking out challenges, advisors can grow their firms while more effectively serving clients.

Financial advisors should bring female clients into the conversation early and show them how a long-term financial plan can help manage risks and enable them to achieve their goals.

The limiting factor for financial planners is rarely technical ability. It is how they handle emotions—clients’ and their own—under pressure.

Advisors should remind clients of Bitcoin’s history of rebounding after steep declines to help prevent them from selling at a low point.

Savvy firms create replicable processes and show up when client money is in motion.

Delivering on time, on target strategies means understanding entrepreneurs’ motives while disentangling institutional and personal wealth.

Crypto still belongs in some portfolios as long as advisors educate clients about the risks, maintain discipline about asset allocation, and assume volatility will show up.

These financial advisors, all part of Dynasty Financial Partners, emphasize diversification,but tilt toward areas including artificial intelligence, real estate, and defense.

These investments have the potential to generate recurring cash flow and blend multiple sources of return for diversification while still seeking to capture upside.

Ultrawealthy families are becoming more like midsize enterprises when it comes to the complexity of their finances.

Artificial intelligence can be a valuable tool for client communications and other time-consuming tasks, allowing advisors more time to focus on their core competencies.

Financial advisors who see the horizontal asset transfer as a postmortem event may miss the moment when money actually moves into the hands of Gen X and baby boomer women.

The best advisor-client relationships are built on human connection, not cash flow projections, writes this Barron’s Hall of Fame advisor.

The key is making the conversation and advice appropriate for each stage of a child’s development, writes financial advisor Jonathan I Shenkman.

First empathize, then mobilize to ease financial, logistical, and estate-planning burdens, writes the CEO of RWA Wealth Partners, who is a cancer survivor herself.

A Special Needs Trust requires more precision, more care, and more stewardship than any other piece of an estate plan.

Even if you haven’t saved a lot of money yet, a financial advisor can remove the guesswork from managing your finances and help you avoid costly mistakes.

As artificial intelligence and robo-advisors handle a growing array of technical and operational tasks, financial professionals should focus on the role that they alone can play.

Whether it’s vishing, quishing, smishing, or old-school spear phishing, it takes more than instinct to spot cyberattacks.

Eye-catching pay packages should be weighed against business disruption in the transition year and beyond, advises Cetera Financial Group’s CFO.

Succession planning seemed like an issue for advisors close to retirement age until this entrepreneur learned o her husband’s diagnosis. Here’s what she did next.

Private credit, buyout funds, and direct investment strategies can temper tech bets if the market turns.