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

  1. Katie Partridge: Financial Advice for Tech Founders | Next Gen

    FA 4 DIES

    Katie Partridge: Financial Advice for Tech Founders | Next Gen

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  2. FA 6 DIES

    Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    50 min

  3. 10 DE FEBR.

    Nancy Daoud: The Changing Nature of Asset Allocation

    The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min
  4. Frank McKiernan: ‘A Client Is a Client’ | Next Gen

    5 DE FEBR.

    Frank McKiernan: ‘A Client Is a Client’ | Next Gen

    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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  5. 3 DE FEBR.

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

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 h 2 min

  6. 27 DE GEN.

    Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

    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.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    28 min
  7. Emily Green: Women, Wealth, and Alternative Investments | Next Gen

    22 DE GEN.

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

    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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min

  8. 20 DE GEN.

    Sam Kang: What Today’s Ultrawealthy Families Expect From Advisors

    The head of Schwab Family Office explains why advisors often lose influence, trust, and assets as the complexity of their clients' financial plans increases. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

    40 min
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Informació

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

Fitxa tècnica

  • Canal
    Barron's
  • Creació
    Barron's Advisor
  • Anys en actiu
    2020 - 2026
  • Episodis
    300
  • Qualificació
    Apte
  • Copyright
    Copyright © Dow Jones & Company, Inc. All rights reserved.
  • Lloc web del programa
    Barron's Advisor
  • Proveïdor

Més de: Barron's

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