Barron's Advisor

Congratulations to the women named to the 2024 Barron's Top Women Financial Advisors list. View the full list here: lnkd.in/ggHc4k3 #BarronsRanked #FinancialAdvisors

Week’s Best: How to Spring Clients From Private Credit bit.ly/4tfBBI0

Cybersecurity and Big Bank Stocks Are Opportunities, Says This Veteran Market Strategist bit.ly/4tD5VfF

Corient Acquiring $5.6 Billion Chicago Investment Advisory Firm bit.ly/4sn6Z6g

SEC’s New Enforcement Director Joins Agency Amid ‘Significant Course Correction’ bit.ly/4vgIjzb

Merrill Recruits Advisors Who Oversaw $2.8 Billion in Combined Assets bit.ly/4caWJIg

Fund Giant Vanguard Is Embracing AI. What Its New Tool Does for Financial Advisors. bit.ly/4vseSu7

The Barron’s Advisor Teams Summit is heading to Fort Lauderdale, FL. We’re bringing together advisors, investment professionals, client service leaders, and marketing and business development executives from top teams across the country to steer the future of collaborative wealth management. A special thank you to our presenting sponsors Bitwise Asset Management, Blue Owl Capital, and Invesco US, for making this possible. Learn more and view the agenda: barrons.com/teamssummit #BATeams

A Call for More Women Financial Advisors. Plus, Women on the Move. bit.ly/4dE42KX

Leveraged High-Yield Trades at Heart of a $3.25 Million J.P. Morgan Settlement With Finra bit.ly/4c8TGQQ

The Biggest Threats to Wealth Aren’t Necessarily Bad Investments. The Underappreciated Risks to Your Nest Egg. bit.ly/4tA7UBg

An Advisor Offered Investments in Mining and Food Service. Now He Has Pleaded Guilty to Fraud. bit.ly/4vyVImr

How Financial Advisors Can Use This Year’s Tax Law Changes to Attract New Clients bit.ly/4cgPXRj

Hightower to Fold $3.2 Billion Massachusetts Investment Advisory Practice Into New Centralized Channel bit.ly/4tyxqXK

Trump, Senate Want to Ban Institutional Investors From Single-Family Homes. They’re Already Having an Impact on Real Estate bit.ly/4bUGlge

UBS Financial Advisors Managing $2.4 Billion Launch Independent Firm bit.ly/4shtV6U

UBS’ Kayvon Samardi: From Car Dealer to Wealth Manager bit.ly/4dxDmLQ

BNY, Robinhood Tapped for Important Roles in Trump Accounts Launch bit.ly/3Q6EYSZ

Banks Are Falling Behind in the Fight for Advisor Talent bit.ly/4veFlee

SEC Sues Estate of Deceased Advisor Implicated in Apparent $1.7 Million Fraud bit.ly/4m8Wjqp

Weeks Best: ‘Pension Envy’ Hits Gen Xers bit.ly/48tfLZg