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Barron's Advisor

Barron's Advisor

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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.Copyright © Dow Jones & Company, Inc. All rights reserved. Economia Finanza personale Gestione e leadership Management
  • Katie Partridge: Financial Advice for Tech Founders | Next Gen
    Feb 19 2026
    The Morgan Stanley private wealth advisor says that serving founders requires a long-term, network-driven effort, and that advisors must provide creative, high-touch service beyond what AI can offer. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
  • Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million
    Feb 17 2026
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    50 min
  • Nancy Daoud: The Changing Nature of Asset Allocation
    Feb 10 2026
    The Ameriprise private wealth advisor discusses alternative investments, constructing portfolios for retirement income, and the behavioral aspects of asset allocation. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 min
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