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World-class financial journalism and original advisor content, from Barron's. Follow @barronsonline for our main news feed.
Joined October 2016
Congratulations to the women named to the 2024 Barron's Top Women Financial Advisors list. View the full list here: .#BarronsRanked #FinancialAdvisors
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To Stay With LPL or to Go? What This $450 Million Commonwealth Advisor Chose—And Why.
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Lawyers Blast Brokerage-Industry Regulator for Rebating $50 Million to Member Firms
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Morgan Stanley Suffers Setback in Battle Over Millions in Advisor Deferred Pay
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Star Broker at Center of $133 Million Arbitration Award Leaves Stifel
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Merrill Lynch Ordered to Pay $3.6 Million in Private-Equity Feeder Fund Dispute
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LPL Hires Two Advisors From Baird for Its Employee Channel
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Partial Victory for LPL Financial in Legal Battle Over Cash Sweep
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SEC Sues Chicago RIA, Alleging It ‘Deceptively’ Charged Unauthorized Fees
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Trump’s Tax Bill Is Now Law. Financial Advisors Highlight Key Changes for Investors.
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Carson Group Goes On Acquisition Spree, Buys 15th RIA This Year
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How Much Money Do You Need to Be Wealthy? Charles Schwab Has the Answer.
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How We Succeeded at Succession. 6 Lessons for Advisory Firms in Transition.
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Bernstein Private Wealth Launches Push to Acquire RIAs, Recruit Advisors
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Navy Pilot Launches RIA to Help Former Service Members Get Their Finances in Shape
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The World’s Wealthy Want Truly Global Investments. Big Banks Are Responding.
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Merit Financial Advisors Sells Stake to Heckenberg’s Constellation Wealth Capital
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