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Barron's Advisor | Wave AI Podcast Notes
Barron's Advisor
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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30 episodes
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Episodes
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Anthony Scaramucci: How Inflation and Populism Change Financial Advice
00:48:22
5/5/2026
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State Street’s Yie-Hsin Hung: We’re Not Done Innovating
00:16:12
4/28/2026
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Rob Nelson: Nine Converging Forces in Financial Advice
01:00:55
4/21/2026
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Omani Carson: What He Learned After ‘Winning’ the Game
00:59:01
4/14/2026
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Alex Shahidi: How to Build a ‘Truly Diversified Portfolio’
00:38:13
4/7/2026
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Jason Early: How Top Advisors Win Business Owner Clients
00:35:36
3/31/2026
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Michelle Magner: Powering Growth Through an Integrated Framework
00:52:41
3/24/2026
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Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen
00:24:02
3/19/2026
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Liz Ann Sonders: Inflation, AI, and the Next Market Cycle
00:55:43
3/17/2026
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Mollie Colavita: The Blueprint for Modern Advisory Success
00:19:18
3/10/2026
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