Independent Summit
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The Barron’s Advisor Independent Summit is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This invitation-only event offers the top independent practitioners a unique opportunity to interface and network with the peers who best understand their businesses. Offered by Barron’s Advisor since 2009, this curated experience has become the premier annual event for ranked independent advisors, with content designed to highlight the best practices and specific needs of independent advisors.
See the 2021 list of Barron's Top 100 Independent Advisors and Top 100 RIA Firms. |
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March 29-31, 2022
Virtual |
Health and Safety Notice
The Barron’s Advisor team considers the health and safety of all those onsite at The Omni Hotel in Louisville, KY our top priority. We are committed to building this event safely during global public-health challenges. To accomplish this goal, we need all participants, including speakers, sponsors, staff and vendors, to do their part as well. All guests will be required to show proof that they have received two doses of a Covid-19 vaccine* (with final dose administered at least 14 days prior to the event), with valid I.D. (driver’s license; government issued I.D. card; Passport) during check-in to the event. For more information, please review our Health & Safety Plan. These considerations, upheld by our venue partners, will continue to evolve and are subject to change in accordance with federal, State, and local sources of law and regulation.
* Vaccines accepted: Pfizer-BioNtech; Moderna; Oxford-AstraZeneca; Johnson & Johnson/Janssen.
The Barron’s Advisor team considers the health and safety of all those onsite at The Omni Hotel in Louisville, KY our top priority. We are committed to building this event safely during global public-health challenges. To accomplish this goal, we need all participants, including speakers, sponsors, staff and vendors, to do their part as well. All guests will be required to show proof that they have received two doses of a Covid-19 vaccine* (with final dose administered at least 14 days prior to the event), with valid I.D. (driver’s license; government issued I.D. card; Passport) during check-in to the event. For more information, please review our Health & Safety Plan. These considerations, upheld by our venue partners, will continue to evolve and are subject to change in accordance with federal, State, and local sources of law and regulation.
* Vaccines accepted: Pfizer-BioNtech; Moderna; Oxford-AstraZeneca; Johnson & Johnson/Janssen.
Reasons to Attend
The Barron’s Advisor Independent Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
The Barron’s Advisor Independent 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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Networking
Our by-invitation-only conferences convene elite tier practitioners. |
Thought Leadership
We pride ourselves in presenting the most forward-looking content. |
Practice Management
The industry’s most successful advisors share their secrets. |
Continuing Education
Many of our sessions are eligible for CE credits. |
2022 Agenda
Underwriters
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Wealth Management Partners
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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 fourth-largest asset manager*, we are always inventing new ways to invest. *Pensions & Investments Research Center, as of 12/31/20. |
As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life. |
KKR is a leading global investment firm that offers alternative asset management and capital markets and insurance solutions. The firm was founded in 1976 and has approximately $429 billion in assets under management. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. |
Sponsor Partners
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Barron's Advisor Partners
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"The level of sharing is extraordinary. You will absolutely gain valuable, usable, actionable ideas that are worth more than the cost and time invested."
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