Barron's Women Summit 2026

December 2-4, 2026 · Palm Beach, FL

The Women Summit closes out Barron's advisor summit series for the year. It gathers the top women advisors from Barron's rankings alongside senior industry leaders, run in the same editorial interview format as the rest of the series — on-stage conversations led by the journalists who cover these firms year-round.

Who attends

Ranked women advisors and team leaders across wirehouse, independent and RIA channels, senior executives from wealth management firms and asset managers, and Barron's editorial staff.

What's on the agenda

• Market and investment outlook heading into the new year

• Building and leading large advisory teams

• Serving women clients and the intergenerational wealth transfer

• Advancement, ownership and succession

Why the wealth transfer raises the bar on client data

The transfer of wealth between generations and between spouses is the industry's most-discussed risk, and the firms that hold onto those relationships tend to be the ones that already knew the whole household — both partners, the children, the trusts, the business interests. Firms whose systems organize around accounts rather than households find that view genuinely hard to produce, and the gap shows up exactly when a relationship is most fragile.

Milemarker is the data infrastructure layer for wealth management, unifying household, entity and held-away data across 130+ systems.

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