Barron's Advisor

Coaches Corner

Developing your team’s skills properly can initially slow down work and temporarily reduce outcomes, but the long-term benefits outweigh the initial slowdown.

Advisors can use the current environment’s backdrop as an opportunity to build trust, check in, review financial plans and adjust accordingly. In doing so, advisors would be wise to consider utilizing trust vehicles for clients.

Advisor Q&A

The investment advisor, who manages $1.3 billion from a bucolic Rocky Mountain town, argues that the Fed won’t save us from a recession, and explains why Chevron and Disney are the kinds of stocks you want to own right now.

Advisor Profiles

The top-ranked Barron’s advisor argues for a bullish stance on stocks, ticks off several bargains, and explains how she takes inspiration from King Solomon.

The co-founder of IEQ Capital, who broke from First Republic Bank’s wealth management ranks in June, explains why he believes a focus on private investments and emotional intelligence sets his new firm apart. He also shares his views on the WeWork debacle and describes his firm’s relationship with the bank he left behind.

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Advisor Rankings

RIA firms are acquiring and merging and consolidating at a rapid pace. Sometimes that’s good for both the firm and the clients. Sometimes there are problems.

Taking a more integrated approach to financial stewardship, advisory firms are relying on teams offering both investment advice and related services. It’s paying off nicely for advisory practices and their clients.

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