Barron's Advisor POV

In this environment, relying heavily on long-duration bonds may no longer provide the risk-adjusted benefits investors have historically expected.

Financial advisor Jonathan I. Shenkman shares the tips he offers clients to help them feel a sense of control over their portfolios without making mistakes they’ll regret later.

Firm leaders aren’t invulnerable. RIAs should have backup plans in place to prevent chaos in the event of sudden bad news.

Experts warn that advisors who ignore artificial intelligence do so at their own peril.

Academic research shows that only a tiny fraction of stocks beat the returns of a broad index over time.

Clients need clarity on how insurance and annuity products fit into larger financial goals.

This advisor learned that wealth adds complexity to lives, even as it creates opportunity. Advisors can help clients focus on what matters.

Louis Diamond recalls the mentoring process that prepared him to lead his family’s firm and the lessons he learned that apply to wealth managers.

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

Without explicit guidance, artificial intelligence tools present risks to data privacy, intellectual property, and regulatory compliance.

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

The president’s trademark negotiating style can help—or hinder—parties on both sides of the table.

Employee stock ownership plans let business owners take their chips off the table while staying deeply involved in their firms.

Financial advisors sometimes need to help retired clients overcome a scarcity mind-set.

To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today.

Armed with advance knowledge of a business or second home sale, advisors can set up direct indexing strategies that provide significant ‘planning alpha.’

Financial advisors can increase their value by making sure clients spend money on things that make them feel happy and fulfilled.

Acquirers need to allow advisors to continue serving clients in ways that reflect their unique value proposition and expertise while finding efficiencies of scale.

After his own child was diagnosed with autism, this advisor developed a niche serving families with members who have intellectual or developmental disabilities.

Washington’s pro-crypto stance means expanded choice for clients and advisors looking to manage volatility and single-asset risk in portfolios.

During periods of extreme volatility, investors should focus on the things that they can control.

Public and private markets are converging, making it increasingly important for advisors to incorporate alternative investments in portfolios.