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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Jim Gold: Building a $40B RIA With Leadership That’s Firm—Yet Fun
Steward Partners’ founder discusses his management philosophy and the firm’s relentless pursuit to $1 billion in revenue. Host: Steve Sanduski, CFP.
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The Promise—and Peril—of Working With Family Members | Next Gen
Lisa VanArsdale, senior wealth advisor at SageView Advisory Group, discusses how she and her mother work together to lead their RIA.
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23:59
Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.
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25:08
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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