Barron's Advisor Investing

Merrill Lynch’s Krystal Julius says the personal challenges she and other members of her team have faced help them connect with clients.

Creative Planning’s Molly Rothove specializes in helping clients set up trusts as a way of transferring wealth to younger generations.

UBS’ Emily Rubin feared her reserved personality would hinder her ability to woo clients. But she discovered other ways to build a thriving practice.

The SEC has sued the world’s two largest crypto exchanges. Here’s what wealth management pros say that means for investors. 

The fund giant will acquire a smaller competitor with $136 billion in assets. It will also receive a substantial minority investment from Great-West Lifeco, Putnam’s parent.

Water shortages and a fast-growing India are among the developments that will change economies and markets.

Five pros share investment picks based on themes ranging from nearshoring to clean energy.

Choose right, and returns can be breathtaking. Choose wrong, and you could take on extra risk without getting the exposure you want.

After years of cutting back on bonds, family offices plan to increase their allocations to fixed income over the next five years, according to UBS.

Readers weigh in on how to fix Social Security, the mad scramble for Treasury bills, and common mistakes that amateur investors make.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Ronald Molo stole around $800,000 from three clients who thought they were buying tax-exempt bonds, the Justice Department found.

Given persistent inflation and the potential for higher rates ahead, advisors should be careful when recommending certain kinds of annuities to clients.

With the Nasdaq-100 struggling and value investing back in vogue, certain tech stocks have moved from the “growth” to the “value” column.