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 ideas that empower advisors to achieve greater client success and business growth.
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.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- 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 + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV