Barron's Advisor

Bill Crager, CEO of Envestnet, discusses how the pandemic has fueled tech disruption of the advisory industry.

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D.A. Abrams, managing director of the CFP Board's Center for Financial Planning, discusses how teams of the future will be more representative and what advisors can do now to promote diversity.

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Kimberlee Orth, Barron's top-ranked woman advisor, tells me that her business is about much more than asset allocation. Find out why she's wearing office clothes every day, what she says to every client, and why she's not worried about the election.

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Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients from themselves.

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Frank Marzano & Steve Raneri, GM Advisory Group, discuss why you should invest in your business now, take a hard look at gold, and protect clients from themselves.

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Spuds Powell, Barron's top-rated RIA, shares his view on the market, when to turn away a client and the importance of keeping work/life balance.

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Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversity challenge.

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Jim Hays, President of Wells Fargo Advisors, discusses the evolution of advisory teams, the impact of RegBI and how to tackle the industry's diversity challenge.

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Marty Bicknell, founder of $28b national RIA firm Mariner, discusses diversity, what he's telling clients and why his firm is onboarding new clients at a record pace.

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TD Ameritrade's Kate Healy discusses the lack of diversity in financial services, how advisors can attract young talent and engage young clients.

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