Best Practices.
Top Advisors.
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Promoting excellence in wealth management for over a decade |
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Over the course of a decade, Barron's Advisor has created a community of wealth management professionals from across the industry—representing the entirety of investing approaches and service models. We continue to expand the breadth and depth of our coverage in an attempt to document the evolving field of wealth management.
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Why attend a Barron’s Advisor Summit?
1.Network with the top 1% of advisors from across the industry
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2.Hear strategies to grow your business and improve your quality of service
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70%of advisors have attended more than one Barron's Advisor Summit
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95%would recommend Barron’s Advisor Summits to a peer
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95%said the Summit was a worthwhile investment
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Upcoming Summits
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Barron’s Advisor Summits are a series of invitation-only events aimed at recognizing the achievements of the most successful and influential advisors in the wealth management industry. Each summit presents opportunities for advisors from across the industry to meet and discuss the latest innovations in the wealth services field, developments in the global economy and strategies for personal and professional growth.
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OUR TEAM
Barron’s Advisor
Barron's Advisor Summits are hosted by the Wealth & Asset Management (W&AM) Group, a division within Dow Jones that reflects the growing importance of financial professionals to the vitality of our business. W&AM is dedicated to producing thoughtful and engaging content across our family of brands, including Barron's, The Wall Street Journal and MarketWatch—all with the goal of raising standards and celebrating excellence among wealth professionals.
Sterling Shea
Global Head, Wealth & Asset Management |
Tricia Kasner
Managing Director, Wealth & Asset Management |
April Ferrell
Managing Director, Asset Manager Relationships |
Erin Shelley
Client Experience |
Alison Rooney
Content Development |
John Bolling
Branding and Data Strategy |
FAQs
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Are guests allowed to attend?
As all Barron's Advisor Summits are invitation-only events, any special requests must be made by e-mail (at the time of registration) so we can determine the type of guest you would like to invite. Spouses are not permitted unless otherwise approved in advance. Please send your requests to conferenceinfo@barrons.com. What is the dress code?
The dress code for all Barron's conferences is business attire. What is your cancellation policy?
All cancellations are subject to a $50 cancellation fee if made prior to three weeks from the start of the event. If a cancellation is made within three weeks from the start of the event, there will be no refunds. How much does it cost to attend?
Costs vary depending on the event and firm participation. Please send an e-mail to conferenceinfo@barrons.com for details. |
How do I book hotel and travel?
Once registered, you will receive a confirmation e-mail with details. We do not supply hotel group block information prior to registration. All hotel reservations, flights and transfers are the responsibility of the attendee. Can I invite a fellow advisor?
If you have someone you know that would like to attend, they must complete the online application form for the event they are interested in, using the links below. Barron's Teams Barron's Independent Barron's Institutional Barron's Independent Women Barron's Impact Barron's 100 Barron's Women |
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