Barron's Advisor

Wirtschaft Geldanlage

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311 Episoden

Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
17.2.2026 | 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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Nancy Daoud: The Changing Nature of Asset Allocation
10.2.2026 | 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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Frank McKiernan: ‘A Client Is a Client’ | Next Gen
05.2.2026 | 21 Min.
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.

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Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
03.2.2026 | 1 Std. 1 Min.
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.

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Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
27.1.2026 | 28 Min.
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.

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