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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:

Emily Malone: It’s Never too Late to Become an Advisor | Next Gen Aug 28, 2025

Show notes

The attorney turned Wells Fargo financial advisor discusses her career transition and suggests how Next-Gen advisors can maximize their value to their teams and best serve younger clients.

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Sandy Kaul: Bitcoin, Stablecoins, Tokenization—the Advisor Playbook Aug 26, 2025

Show notes

The Franklin Templeton innovation executive discusses the importance of embracing change and the role of digital assets and network technology in portfolio construction. Host: Steve Sanduski, CFP.

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Josh Bronstein: ‘Playing the Long Game Is Key’ Aug 19, 2025

Show notes

“I'm looking for a 30-year client,” says the Neuberger Berman wealth advisor, who emphasizes the importance of establishing credibility and consistency with clients. “I'm looking for a relationship, not a transaction.” Host: Ray Sclafani.

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Riley Saunders: The Psychology of Financial Planning | Next Gen Aug 14, 2025

Show notes

“You need to understand your own thoughts, feelings, and emotions around money and why and how you got there before you can even begin providing an experience or a journey with your client,” says the Cassaday & Co. financial advisor.

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Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors Aug 12, 2025

Show notes

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP.

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Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut Aug 05, 2025

Show notes

Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos.

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Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen Jul 31, 2025

Show notes

The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.

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Evan Osnos: What Advisors Need to Know About the New Gilded Age Jul 29, 2025

Show notes

The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP.

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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy Jul 22, 2025

Show notes

Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: Greg Bartalos.

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Tom Klingman: The Best Things About Independence | Next Gen Jul 17, 2025

Show notes

Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.”

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