Barron's Advisor Podcast Por Barron's Advisor capa

Barron's Advisor

Barron's Advisor

De: 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 Finanças Pessoais Gestão e Liderança
Episódios
  • Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio

    Ric Edelman: Crypto, Longevity, and the Death of the 60/40 Portfolio
    Feb 3 2026
    The Barron’s Hall of Fame advisor discusses the mindset that built the nation’s top RIA and how he approaches innovation and investing in a fast changing world. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 hora e 2 minutos
  • Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning

    Anthea Tjuanakis Cox: Longevity, AI, and Multigenerational Planning
    Jan 27 2026
    Morgan Stanley’s head of financial planning on why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 minutos
  • Emily Green: Women, Wealth, and Alternative Investments | Next Gen

    Emily Green: Women, Wealth, and Alternative Investments | Next Gen
    Jan 22 2026
    Ellevest’s head of wealth management discusses the biggest misconceptions among women investors, what clients care most about, and how the firm works with alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 minutos
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