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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:

Nate Fisher: Stay Focused on the Client Relationship | Next Gen Mar 05, 2026

Show notes

The Carson Wealth managing director and wealth advisor discusses how he assured clients that the fundamental advisor-client relationship and the firm's personalized "look and feel" would remain unchanged as it partnered with Carson..

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Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow Mar 03, 2026

Show notes

Franklin Templeton’s head of industry advisory services explains how tech and AI are reshaping retirement advice. Host: Steve Sanduski, CFP.

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Eleni Mavromati: What It Takes to Be a Great Wealth Management COO Feb 24, 2026

Show notes

The chief operating officer of Merrill’s Jones Zafari Group describes the core qualities required to excel in the role and what COOs must do to thrive in the future. Host: Greg Bartalos.

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Katie Partridge: Financial Advice for Tech Founders | Next Gen Feb 19, 2026

Show notes

The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer.

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Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million Feb 17, 2026

Show notes

Summit Financial's CEO describes the leadership shifts, capital investments, and strategic decisions that separate firms which scale from those that plateau. Host: Steve Sanduski, CFP.

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Nancy Daoud: The Changing Nature of Asset Allocation Feb 10, 2026

Show notes

The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos.

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Frank McKiernan: ‘A Client Is a Client’ | Next Gen Feb 05, 2026

Show notes

The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions.

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Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio Feb 03, 2026

Show notes

The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP.

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Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning Jan 27, 2026

Show notes

Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos.

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Emily Green: Women, Wealth, and Alternative Investments | Next Gen Jan 22, 2026

Show notes

Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments.

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