Barron\'s - 16.09.2019

S6 BARRON’S September 16, 2019 right is structuring incentives to retain advi- sors and staff. If advisors leave, it can be a he ...

September 16, 2019 BARRON’S S7 ...

S8 BARRON’S September 16, 2019 The Top 50 RIA Firms The largest independent advisory firms grew by more than 40% last year. With ...

September 16, 2019 BARRON’S S9 ExploreoneofthebroadestrangesofETFsso youcandoyourthingeveninaturbulentmarket. Investinsomethingb ...

S10 BARRON’S September 16, 2019 2019 Firm Rank: 50 Lisette Cooper Athena Capital Advisors T HE STORY BEHIND LISETTE COOPER’S $5. ...

September 16, 2019 BARRON’S S11 When you work with Fidelity, you get innovative technology and dedicated service and support — s ...

S12 BARRON’S September 16, 2019 leading a firm that follows its own convic- tion, not convention. Even the company’s talisman—a ...

September 16, 2019 BARRON’S S13 *The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible c ...

S14 BARRON’S September 16, 2019 PHOTOGRAPH BY BEN SKLAR Sarat Sethi overly reliant on debt. We’re in a world where companies can ...

September 16, 2019 BARRON’S S15 Make the call that helps you make the call. All investments involve risk, including risk of loss ...

S16 BARRON’S September 16, 2019 Hanson:We promote this idea in our industry of a goal to sit on some yacht drinking a cocktail. ...

September 16, 2019 BARRON’S S17 “The industry’s consolida- tion should matter only if the inde- pendent advisory firms offer a b ...

S18 BARRON’S September 16, 2019 ...

September 16, 2019 BARRON’S S19 Spuds Powell KayneAndersonRudnickInv.Mgmt., LosAngeles 2018 Rank: 1 Client Types:HNW, UHNW, Fo ...

S20 BARRON’S September 16, 2019 Randall Linde AGPWealthAdvisors,Renton,Wash. 2018 Rank: 49 Client Types:Retail, HNW, UHNW Team ...

September 16, 2019 BARRON’S S21 IT’SALL SCIENCE FICTION UNTILIT’S NOT. Explore ETFs based on trends – like technology – that all ...

S22 BARRON’S September 16, 2019 Mark Orgel OrgelWealthMgmt.,Altoona,Wis. 2018 Rank: 80 Client Types:Retail, HNW, UHNW, Institu ...

September 16, 2019 BARRON’S S23 http://www.investmentsandwealth.org BEHAVIORAL ADVISOR FORUM Powered by Berkeley Haas September ...

S24 BARRON’S September 16, 2019 Simply brilliant. Ameriprise Financial is proud to celebrate our Barron’sHall of Fame advisors a ...