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Barron's Advisor

Barron's Advisor
Economía y empresaInversión
Barron's Advisor
Último episodio

314 episodios

  • Barron's Advisor

    Robert Crossley: AI Agents Are Coming for Your Clients' Cash Flow

    03/03/2026 | 50 min
    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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  • Barron's Advisor

    Eleni Mavromati: What It Takes to Be a Great Wealth Management COO

    24/02/2026 | 28 min
    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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  • Barron's Advisor

    Katie Partridge: Financial Advice for Tech Founders | Next Gen

    19/02/2026 | 22 min
    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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  • Barron's Advisor

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

    17/02/2026 | 49 min
    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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  • Barron's Advisor

    Nancy Daoud: The Changing Nature of Asset Allocation

    10/02/2026 | 24 min
    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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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Economía y empresaInversión

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