Small Business

More firms should recruit wealth management prospects straight out of college—then help them succeed by giving them a sense of purpose, support, and skills.

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

Range, a flat-fee wealth management start-up, plans to use artificial intelligence to fully automate financial advice.

As we reach peak summer vacation season, some advisors are traveling to clients’ second homes to help keep their relationships on track.

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

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

Atlas Financial Services made its first acquisition Tuesday, buying Madison-based Central Wealth Management.

Northwestern Mutual will lose about 80% of its field recruits in their first five years. John Roberts, chief field officer, has a strategy for retaining them and recruiting new ones.

Adamson, a sports broadcaster and entrepreneur, and Roth, a Big Ten Network college football analyst and filmmaker, discuss the importance of storytelling, curiosity, and creating a culture where team members feel seen and heard.

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

Thomas Kopelman built AllStreet Wealth using social media, and now helps other wealth managers with their social media strategy.

Small, privately held businesses often lack the resources and financial strength to survive high tariffs against their trade partners. How some are coping.

Summit Wealth Group decided to leave Commonwealth before the LPL acquisition was announced. More advisors could follow.

Aaron Cirksena, founder of MDRN Capital, saw his parents lose capital during the 2007-09 recession. He wants to protect clients from the same mistakes.