Name: Why You Might Miss Big Opportunities With Passive Investing, CEO Says
Uploaded: 2026-05-21T22:47:00Z
Duration: 21 min 51 s
Description: Tim Campbell, CEO of Baillie Gifford, speaks with Andy Serwer, Barron's editor at large. This interview was on May 12, 2026.

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"There's a bigger market, less competition," H. Cabot Lodge III, founder and senior managing director of Lodge Quai Capital Management, told Barron's editor at large Andy Serwer.

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How Rising Optimism Is Supporting Credit Markets and IPOs Like SpaceX

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RIAs that are looking to sell should start the process early, and ideally when the business is thriving, to maximize leverage and options, says Shirl Penney, the CEO of Dynasty Financial Partners.

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RIA Sellers Need to Be Specific About Their Goals 

Raise capital, be prepared for onboarding, and have a dedicated team of experienced investment bankers in place, advises Shirl Penney, the CEO of Dynasty Financial Partners.

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Envestnet’s ‘Bullseye’ Strategic Approach  

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The Appeal of Working for an RIA

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Succession Planning and Establishing Trust With Clients

The Carson Wealth managing director and wealth advisor says his decision to partner with the firm was driven by the need for increased capacity for holistic services and a clear succession plan for his retiring father.

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Oil and Gas in a Volatile World

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Tim Campbell, CEO of Baillie Gifford, speaks with Andy Serwer, Barron's editor at large. This interview was on May 12, 2026.

https://m.wsj.net/video/20260521/5b939e1c-41e4-4f33-b2b4-b864a3cbc168/1/hls/manifest-hd-wifi.m3u8

This CEO Thinks You Might Miss Big Opportunities With Passive Investing

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