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Who We Are Barron's began ranking financial advisors in 2004 to promote the best aspects of the wealth management industry. We held our first summit a year later. In 2006, we expanded our rankings beyond traditional brokerages to include top women and top independent advisors. In the intervening decades, our community of top advisors has expanded to included a deeper pool or advisors from multiple countries, but we remain committed to our core values: raising the bar of service for wealth managers. |
What can I expect from a Barron’s Summit? |
Who You Will Meet
The Top 50 Financial Advisers—honored this year in The Australian’s June issue—flock here to lead the event’s sessions. Also invited are a select group of 150 additional advisers who have shown top-flight performance within their firms. |
Why They Are Here
To meet and network with thought leaders in the financial advisery profession. Participating firms send their most highly-valued talent here as an effective avenue for developing professional skill sets. Take advantage of this rare chance to commingle and build relationships with the upper echelon of financial advisers, right when they’re highly receptive to innovative thinking in navigating the markets. |
Reasons to Attend
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Barron’s Australia Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
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NetworkingOur by invitation only conferences convene elite tier practitioners
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Thought LeadershipWe pride ourselves in presenting the most forward-looking content
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Practice ManagementThe industry’s most successful advisors share their secrets
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Continuing EducationMany of our sessions are eligible for CE credits
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The typical Barron’s Summit attendee... |
19 99% |
22% $4.5m |
2020 Agenda
Monday
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Tuesday
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What are attendees saying about Barron’s Advisor Summits? |
The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested.
Where else an you hear from the best in the business, sharing how steward family wealth in an completely unbiased and open forum? Easily the best conferences I attend each year.
The agenda was just the right mix of industry and practice management.
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The Barron’s Advisor team is truly a pleasure to work with and their event planning and execution team are very professional, thoughtful and detailed.
Barron’s Advisor hosts exceptional events. I always come away feeling more educated and challenged at the same time.
The quality of the advisers is excellent and the agenda includes wide-ranging and timely, topical sessions.
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Partners
BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of 30 September 2018, the firm managed approximately US$6.44 trillion in assets on behalf of investors worldwide. 
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years. Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family. 
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Founded in 1937, T. Rowe Price is an independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. Today, we manage assets across a broad range of active equity, fixed income and multi-asset investment strategies. Our global client base includes many of the world’s leading corporations, public retirement plans, foundations and financial intermediaries. 
State Street Global Advisors serves governments, institutions and financial advisors with a rigorous approach, breadth of capabilities and belief that good stewardship is good investing for the long term. Pioneers in index, ETF, and ESG investing and the world’s third-largest asset manager, we are always inventing new ways to invest. 
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Since launching the first index mutual fund for individual investors in 1976, Vanguard has strived to be the world’s highest-value provider of investment products and services. We have an unwavering focus on our clients with a commitment to champion what’s best for investors by offering outstanding service, while keeping costs low. Today, Vanguard has more AUD $8.3 trillion in assets under management (as of 31 August 2019), including more than AUD $1.6 trillion in ETFs, and is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years. 
For more than 90 years, MFS has actively managed investments — around the globe, across asset classes and through a myriad of economic and market environments. While the opportunities and challenges have changed, we have kept our long-term perspective and cultivated MFS Active IntelligenceSM — our robust investment platform. Founded on integrated research, fortified by collaborative thinking and supported by active risk management, our Active Intelligence drives information flow and effective decision-making. This is how we turn information into an analysis advantage, maintain our conviction and allow enough time for our insights to help create the long-term value that drives better outcomes for clients. 
By bringing together multiple, world-class investment teams in a single firm, Franklin Templeton Investments is able to offer specialised expertise across styles and asset classes, all supported by the strength and resources of one of the world’s largest asset managers. Having pioneered global investing over 70 years ago, our global perspective is shaped by local expertise. Today, our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. Our experience, global resources and focus on investment excellence have helped us to become a trusted partner to millions of individual and institutional investors in more than 150 countries (as of 31 Dec 2018). 
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Accommodations
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Sheraton Grand Sydney Hyde Park. Centrally located in the heart of Sydney’s retail and business districts, Sheraton Grand Sydney Hyde Park is the perfect launch pad for exploring Sydney’s iconic attractions, open-air shopping malls, fine restaurants, cafes, bars and destinations that define this vibrant city.
Five-star rooms and suites offer breathtaking views of the CBD, Sydney Harbour, St Mary’s Cathedral and Hyde Park and are generous in ways that count: from the size of the rooms to expansive views, from the spa-like bathrooms to deluxe amenities. The purposeful design, thoughtful conveniences and generous proportions exude a timeless elegance and warm residential feel to create an elevated guest room experience. |
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Barron’s Advisor has negotiated discounted hotel rates for attendees of Barron’s Australia Summit. Discounted rates are available until the room block is fully booked or until 14 February 2020.
A link to our room block will be emailed to you after you register for the conference. Reservations are made on a first-come, first-served basis. If you have any questions, contact the Barron’s Advisor Team at conferenceinfo@barrons.com. Cancellation policy: Guests will be charged full pre-payment upon reservations. Deposit is fully refundable up to 7 days prior to check-in date. Cancelled rooms within 7 days of check-in will forfeit the full deposit. |