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Articles tagged "Barron's"


Sterling Shea: One day we may have an advisor from Edelman Financial on the list rather than Ric himself.

Getting inside Barron's Top-100-Advisor lists with some help from Sterling Shea
As the scrutinized lists expands and evolves, the Dow Jones newsweekly is striving to parse better from bigger -- all while keeping a promise to Rupert Murdoch

Wednesday 9.3.14
Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.

By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas
Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

Friday 8.29.14
Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe
There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

Tuesday 3.25.14
Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

On Barron's panel at IMCA, three top advisors tell what knocked them on course
I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

Monday 6.3.13
That his writing oozed with plays on that absurdity did not make him frivolous. Quite the opposite. (Photo: Dow Jones)

Why I'll really miss Alan Abelson
The inimitable Barron's editor and writer always delivered the spoonful of sugar with the medicine

Saturday 5.11.13
Jack Waymire: Investors are supposed to believe [Barron's picks] produce superior results because they are responsible for large amounts of assets.

Does Barron's really have a bead on the best financial advisors in America?
The famed Top Advisor Rankings by State is an established and influential ranking but its criteria are murky and therefore misleading, according to this veteran who also vets RIAs

Thursday 3.21.13
Bill Dwyer gave a high-energy speech predicting 500% asset growth among independents as 401(k)s roll over.

What went down at Barron's Top Independent Advisors Summit in the Arizona desert
Many of the biggest and best RIA stars showed up and put Bernie Clark, Mike Durbin, Tom Nally, Mark Tibergien, Bill Dwyer, Charles Goldman and Barnaby Grist in one room

Monday 3.26.12
Jim McTague: We're going to have to get used to volatility, like we have to get used to the fact there may be radiation in our water from Japan.

Wake-up call: ETFs feel the heat of NASSA's exotics panel
Beloved for their stellar qualities by RIAs, they are nonetheless the casino chip du jour for many traders

Tuesday 3.29.11
Liz Ann Sonders: It's clear that both the US and global economies are well into recovery, and even expansion mode.

Double-dip market disaster on tap next? Not likely, say pundits from Schwab, Fidelity, Barron's and Seeking Alpha
Digest of recent pundit writings counters view of Joseph Stiglitz that consumers are out of bullets

Monday 5.24.10
Malcolm H. Gissen: “I think there’s some ego involved to be honest.”

San Francisco RIA is knockin'em dead in mutual fund land
Gissen invests in small companies, focuses on communication with executives

Monday 11.23.09
Charles

Charles Schwab will speak and his fellow CEOs will listen
Schwab chairman gets short-changed one award, says other recipient

Friday 10.2.09
Barron's editor: Study methodology kept opaque to public for competitive reasons

Barron's offers insight but declines interview about Top 100 study
Dow Jones editor clears up some issues by e-mail

Thursday 9.3.09
Applicants for Barron's "Top 100" list jumped from 200 advisors to 560 advisors

The top 10 things you need to know about the new Barron's Top 100 List
Does Dow Jones' emphasis on advisor AUM harken to wirehouse production?

Sunday 8.30.09

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