The Barron’s Advisor Independent Summit is an annual gathering of the nation’s top RIA and independent advisors. It brings together industry trailblazers shaping the future of financial advice and offers a unique opportunity to exchange ideas with peers who understand the challenges and opportunities of an independent practice.
AI for Advisors: What’s Real, What’s Noise, What’s Next
Webinar
Brad Bueermann
James Fisher, JD
Jason Pereira
Moderated by:
Scott Leak, CFP®, CEPA®
Join FP Transitions for an expert-led, roundtable discussion and discover:
What has been the first repeatable wins for advisor teams
How time saved with AI is being used effectively
Why fee compression hasn’t been playing out as predicted
How AI-forward businesses might be valued in the future
March 8 - March 10, 2026
Future Proof Citywide
Event
Mike McKennon
Leslie Smith
James Fisher, JD
Join us in Miami Beach for Future Proof Citywide, a four-day citywide experience bringing together thousands of RIAs, financial advisors, family offices, institutional LPs, UHNW investors, wealth management executives, GPs, asset managers, PE, VC, fintechs, and media for high-impact programming and networking.
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