Barron's Advisor

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

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Gary Roth and Mike Capelle: Blueprint for RIA M&A Success
The Modern Wealth co-founders reveal their $200 million private equity-backed strategy for building a national RIA. Host: Steve Sanduski, CFP.
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43:10
Entrepreneurship, Hiring, and Incentives: Advisory Practice Tips | Next Gen
“I'm very willing to admit what my strengths and my weaknesses are and hire around that to bring in people whose strengths are my weaknesses,” says Matthew Somberg, co-founder of Gottfried & Somberg Wealth Management.
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23:22
Elizabeth Dennis: Helping Ultrahigh-Net-Worth Clients Adapt to Change
The Morgan Stanley veteran explains how the firm invests in private companies and why tax-aware strategies are “critically important” to clients. Host: Greg Bartalos.
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25:35
How Next-Gen Advisors Can Thrive and Advance in Their Careers | Next Gen
Every other Thursday on Barron’s Advisor: The Way Forward: Next Generation, we speak with successful advisors who share their best advice for getting ahead and making an impact.
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1:40
David Newson: Proven RIA Marketing Strategies for 15% Organic Growth
The founder of XNW Digital provides a step-by-step roadmap to help advisors accelerate growth at their firms. Host: Steve Sanduski, CFP.
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1:06:11