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Private Equity Firms Eye RIAs as Investment Opportunity

DOL Rule Fall Out: Fewer Fund Offerings

Costs of Fiduciary Rule Compliance Exceed $4.7B

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FEATURE STORY
Meet the Talent Magnets

Three top practices lead the pack in tackling one of the industry’s most vexing challenges: recruiting, training and promoting diverse young team members. In doing so, they’re drawing a roadmap for the rest of the industry.

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ASK THE EXPERT
Everyone Hates the New Hire... My Son
An advisor asks professional coach Ray Sclafani how to introduce his son to the business without alienating veteran team members.

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TECH STACK
Cutting Through the Clutter
An advisor asks professional coach Ray Sclafani how to introduce his son to the business without alienating veteran team members.

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THE TALENT DEPARTMENT
Hiring and Retaining Quality Talent
How Wetherby Financial’s ‘B Corp.’ status draws millenials Sclafani works out a plan with an advisor for bring his son onboard to the practice.

THE TALENT DEPARTMENT
Peaking NextGen’s Language
How Wetherby Financial’s ‘B Corp.’ status draws millenials Sclafani works out a plan with an advisor for bring his son onboard to the practice.

COMMUNICATING VALUE
“I Didn’t Realize You Did So Much”
An advisor asks professional coach Ray Sclafani how to introduce his son to the business without alienating veteran team members.

Is the financial industry biased against women?

SPONSORED CONTENT • JP MORGAN

Why aren’t there more women in financial services?

We asked five top women advisors this questions and the answers suprised us. What’s more they had easy ways to improve the involvement of women.

ADVISOR SPOTLIGHT
Why the Market Needs a 20% Drop
Merrill Lynch’s Barry Barlow targets industries under a cloud of negativity.

ADVISOR SPOTLIGHT
Maven of the Markets
Morgan Stanley’s Adam Carlin likes global stocks and so-called kicker bonds.

ADVISOR SPOTLIGHT
Beating the Market, One Step at a Time
Freestone Capital’s Erik Morgan caught the technology-industry wave early.

ADVISOR SPOTLIGHT
Steady as She Goes
Wells Kathleen Malone takes a measured approach to investing

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PODCAST
It Pays to Be Social
Hearsay CEO Clara Shih explains how social media fits into a client engagement strategy.

PERFORMANCE QUEST
My Landlord is an RIA
Freestone Capital is unlocking value through direct real-estate ownership.

PERFORMANCE QUEST
My Landlord is an RIA
Freestone Capital is unlocking value through direct real-estate ownership.

Top 100
​Financial Advisors

Top Women
​Financial Advisors

Top Independent
​Financial Advisors

Top 1,200
​Financial Advisors

VIDEO CENTER

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Embracing the Illiquidity Premium
Bob Glovsky from The Colony Group moderates a panel of five Barron’s advisors on their strategies for handling illiquid asse

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Can I get a do-over?

Bearish on Europe

What's Next for Oil

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Bearish on Europe

Can I get a do-over?

What’s Next for Oil

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Building a Top Team

Can I get a do-over?

Bearish on Europe

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SPONSORED CONTENT • JP MORGAN

The Global Productivity Slump
David Kelly explains why the biggest problem in U.S. productivity growth has been a decline in investment pending.

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Embracing the Illiquidity Premium
Bob Glovsky from The Colony Group moderates a panel of five Barron’s advisors on their strategies for handling illiquid assets.

Barron's
Advisor
​Summits
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Top
Women
Advisors
​Summit

Top
Women
Advisors
​Summit

Top 
Women 
Advisors 
​Summit

Top 
Women 
Advisors 
​Summit

Top 
Women 
Advisors 
​Summit

CLIENT CENTER

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BARRON’s
How Has Indexing Changed the Market?
The active/passive debate has obscured a major concern: Will increased indexing impact the market.

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BARRON’s
Your 401(k) Is Not Safe at Home
Allowing a concentrated position in your company’s stock to build up in a 401(k) is a bad idea.

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BARRON’s
How to Plan for an Unexpectedly Early Retirement
Steps on insurance, severance and other areas to prepare for a premature exit from the workforce

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WSJ
Your Confidence About Your Retirement Planning Is Probably Misplaced

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MARKETWATCH
This Two-Part Conversation Can Help Keep Your Clients

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WSJ
Who’s the Boss?
You or Your Broker?

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WSJ
The Key to the Best Financial Advice: ‘Humility in Large Doses’

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WSJ
Apps and Websites That Teach Tweens and Teens About Finance