Envestnet Announces "2013 Advisor Summit: A New Perspective"
Keynote Speakers Include Industry Leaders Sallie Krawcheck and Milton Ezrati,
Along with Freakonomics Authors Stephen Dubner and Steven D. Levitt
CHICAGO, Feb. 26, 2013
CHICAGO, Feb. 26, 2013 /PRNewswire/ --Envestnet, Inc. (NYSE: ENV), a leading
provider of unified wealth management technology and services to investment
advisors, will host "The 2013 Envestnet Advisor Summit: A New Perspective,"
from May 1 – May 3, 2013 at the Hyatt Regency in downtown Chicago. The
three-day conference will empower advisors with an unprecedented opportunity
for engagement with a range of industry leaders and will showcase Envestnet's
new, industry-leading technology as well as offering breakthrough portfolio
and practice management ideasthat empower advisors to achieve greater client
success and business growth.
(Logo: http://photos.prnewswire.com/prnh/20120504/NY01506LOGO )
The Envestnet Advisor Summit, now in its second year, has a full schedule of
presentations and panel discussions featuring leading financial, economic and
industry experts who will address the business and investing climate as well
as developing trends that are likely to affect advisors and their clients.
Each day's program kicks off with a keynote speaker who will bring to light
new insights for improving advisors' practices.
"The investment landscape has changed so dramatically in the last five years
that advisors truly need to adopt a new perspective in order to most
effectively serve their clients," said Jud Bergman, Chairman and Chief
Executive Officer, Envestnet. "The Advisor Summit furthers our commitment to
empowering advisors with the real-world knowledge they need to update and
enhance their businesses."
The opening keynote presentation will be "Business and Management Lessons from
Freakonomics and SuperFreakonomics," featuring authors Stephen J. Dubner and
Steven D. Levitt's provocative and iconoclastic thinking. Day two will
feature Milton Ezrati, Partner, Senior Economist and Market Strategist, Lord
Abbett & Co., who will give his thoughts on the outlook for the investment
markets and the overall economy with his trademark wisdom and insight. The
final keynote session will address how the revolution in communications
technology has changed the way advisors do business as Sallie Krawcheck, Past
President of Merrill Lynch, financial services expert and social media
influencer, discusses the impact of social media on advisors.
The Advisor Summit will include specific tracks for clients of Envestnet |
Tamarac, which will host its Annual User Conference concurrently with the
SESSIONS OFFER TOOLKIT FOR ADVISORY SUCCESS
In addition to having the opportunity to network with colleagues, various
investment professionals and Envestnet executives, advisors will learn about
practice management strategies that can help them attract and retain clients
as well as strategies and investment solutions to use in managing their
clients' portfolios. The entire program is designed to provide advisors with
the tools, information and resources to succeed in today's volatile market
Sessions devoted to investment strategies include "The Bond Market's Next
Phase," a look at the likelihood of potential changes in interest rates and
their likely effect on the fixed income investor, and "The New Paradigm in
Retirement Investing," which will discuss the latest in retirement investing
trends and highlight challenges and opportunities in the current environment.
Other investment topics include using international equities; total
return/fixed income; domestic equity investing; building and maintaining
unified managed account models; the use of liquid alternatives in portfolio
construction; and current best practices in portfolio construction and
Practice management sessions include "Beyond Client Satisfaction to Client
Engagement," which will focus on practices proven to deepen the advisor/client
relationship and help drive referrals, and a panel entitled "Top Advisors'
Secrets of Success," which will feature a group of leading advisors sharing
their best ideas for enhancing and growing an advisory practice. Other
sessions on this track will cover succession planning; the risks and benefits
of adopting a social media strategy; and the latest trends and practices in
customer relationship management (CRM) solutions.
Advisors will also learn about Envestnet's next-generation wealth management
platform, ENV 2, plus exciting new investment offerings from the network of
asset strategists and managers available through Envestnet. Numerous sessions
will demonstrate the many enhancements that have been made to the Envestnet
platform and focus on the integration of capabilities from Envestnet|Prima and
For more information or to register visit: www.envestnet.com/advisorsummit.
For more information on Envestnet, please visit www.envestnet.com.
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management
technology and services to investment advisors. Our open-architecture
platforms unify and simplify the wealth management process, delivering
unparalleled flexibility, accuracy, performance and value. Envestnet solutions
enable the transformation of wealth management into a transparent,
conflict-free and fully-aligned standard of care, and empower advisors to
deliver better results.
Envestnet's Advisor Suite® software empowers financial advisors to better
manage client outcomes and strengthen their practice. Envestnet provides
institutional-quality research and advanced portfolio solutions through our
Portfolio Management Consultants group, Envestnet | PMC®. Envestnet | Tamarac
provides leading rebalancing, reporting and practice management software. For
more information on Envestnet, please visit www.envestnet.com.
Jami Schlicher, JCPR
SOURCE Envestnet, Inc.
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