This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Envestnet Announces "2013 Advisor Summit: A New Perspective"

Stocks in this article: ENV

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 1May 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 ideas that 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 Summit.

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,461.32 -153.49 -0.92%
S&P 500 1,927.11 -14.17 -0.73%
NASDAQ 4,382.8470 -36.6310 -0.83%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs