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Barron’s Advisor — Business
Barron’s Advisor

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.

Copyright: Copyright © Dow Jones & Company, Inc. All rights reserved.

Latest Episodes:

Anthony Scaramucci: How Inflation and Populism Change Financial Advice May 05, 2026

Show notes

The SkyBridge Capital founder and short-lived White House communications director says that financial advisors must recognize the growing economic disparity and rise of populism and educate clients about AI and digital assets. Host: Steve Sanduski.

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State Street’s Yie-Hsin Hung: We’re Not Done Innovating Apr 28, 2026

Show notes

State Street Investment Management’s president and CEO discusses the company’s product strategy, corporate partnerships, and "incredibly important" retirement segment. Host: Greg Bartalos.

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Rob Nelson: Nine Converging Forces in Financial Advice Apr 21, 2026

Show notes

The CEO and founder of NorthRock Partners explains how industry consolidation, AI, digital assets, private markets, and a consumer shift toward digital convenience are connected. Host: Ray Sclafani.

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Omani Carson: What He Learned After ‘Winning’ the Game Apr 14, 2026

Show notes

Carson Group’s founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP.

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Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’ Apr 07, 2026

Show notes

Given the current uncertain environment, the co-chief investment officer of Evoke Advisors advises investors to maintain a long-term horizon and reduce asset correlation. Host: Greg Bartalos.

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Jason Early: How Top Advisors Win Business Owner Clients Mar 31, 2026

Show notes

The founder of RISR describes how advisors can position themselves to attract, and deliver more value to, business owners. Host: Steve Sanduski, CFP.

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Michelle Magner: Powering Growth Through an Integrated Framework Mar 24, 2026

Show notes

A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.

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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen Mar 19, 2026

Show notes

The Mercer Advisors regional vice president discusses her business development role and tips for breaking into the industry and gaining valuable experience in a non-advisory capacity.

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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle Mar 17, 2026

Show notes

Charles Schwab’s chief investment strategist discuses the forces reshaping markets—and what investors should watch. Host: Steve Sanduski, CFP.

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Mollie Colavita: The Blueprint for Modern Advisory Success Mar 10, 2026

Show notes

The CEO of J.P. Morgan Advisors says financial advisors should embrace AI to streamline workflows and focus on client relationships, while adopting a CEO mindset. Host: Greg Bartalos.

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