Barron's Advisor

By Barron's AdvisorBusiness Investing

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Typical duration
39 min
per episode

Based on Podcast App listening data

Barron's Advisor episodes

August 12, 2025 Sebastian Mallaby: Trump, the Fed, AI and Liquidity Risks for Advisors
The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP.

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54 min
August 05, 2025 Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
Welling discusses Mercer’s aggressive acquisition strategy, which grew assets under management seven-fold since 2017. Host: Greg Bartalos.

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17 min
July 31, 2025 Lindsay Pazdan: Essential Trust and Estate Planning Advice | Next Gen
The Morgan Stanley wealth advisor discusses what advisors need to know to successfully serve Next-Gen clients.

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21 min
July 29, 2025 Evan Osnos: What Advisors Need to Know About the New Gilded Age
The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP.

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1 hr
July 22, 2025 How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
Dr. Kim Henderson, head of health and wellness education, applies her medical expertise to help advisors when clients face health challenges. Host: Greg Bartalos.

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24 min
July 17, 2025 Tom Klingman: The Best Things About Independence | Next Gen
Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.”

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25 min
July 15, 2025 Edward Fishman: Weaponizing Finance and What It Means for Portfolios
The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP.

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45 min
July 08, 2025 Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani.

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42 min
July 03, 2025 Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more.

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17 min
July 01, 2025 Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP.

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31 min