Envestnet Announces 2018 Advisor Summit Highlights and Program Features
"We see a growing dependence on data, analytics and technology integration across financial services," said
This year's summit will feature presentations from
Amy Cuddy, Social psychologist and bestselling author of "Presence: Bringing Your Boldest Self to Your Biggest Challenges" Sebastian Maniscalco, Stand-up comedian, actor and host of the popular " Steve and Sebastian Show" podcast Ted Benna, also known as the "father of 401(k)" who created the first IRSapproved 401(k) plan, will share his thoughts on how far we've come and what we can expect in the future for employer sponsored retirement plans.
Noteworthy Summit New Additions
- Curated Experiences – For the first time ever, the Advisor Summit will feature curated session tracks specifically designed for various audiences, from Registered Investment Advisors to Broker-Dealer Representatives to
Bank Wealth Management Advisors, among others. Attendees can visit the My Summit section of the Advisor Summit website to view the tailored agenda by persona type.
- Award Presentations – New to the program this year, the
Envestnet Institute on Campus (EIOC) Vision Awardswill recognize individuals and firms who act as agents of change for the successful future of the wealth management industry. Envestnetwill also announce the winners of the second annual Essential Advisor™ Awards during the Advisor Summit. These awards will be given to four advisors who embody the values detailed in The Essential Advisor. Additionally, Envestnetwill continue a 13-year tradition with the Envestnetand Investment Advisor Asset Manager Awards, recognizing excellence in several asset classes.
- Advanced Training Workshops – Attendees will have the opportunity to take advantage of the first-ever
ENV Technology Universitypre-conference workshop, where advisors can learn more about the latest Envestnet Platform features and best practices. Other conference workshops include Tamarac University, featuring training on Tamarac trading, reporting and customer relationship management (CRM) capabilities, the Yodlee Customer Summit, which will explore how the Envestnet| Yodlee Financial Data Platform and Financial Wellness offering can enable both advisors and clients, and the Envestnet Retirement Solutions Technology University, where retirement plan focused advisors can participate in a detailed training on how to capitalize on the ERS Practice Advantage™ Platform to grow their business.
- Meet the Expert – This year, attendees will have the opportunity to meet one-on-one with members of the
Envestnet| PMC Portfolio Management Team. Advisors can sign up for a 30-minute session to discuss performance, allocations and holdings for any of the PMC solutions and hear from portfolio managers who will be on hand to discuss:
- American Funds/PMC Active Core and Active Income Portfolios
- PMC ActivePassive Portfolios
- PMC Quantitative Portfolios
- PMC Impact Portfolios
- Tamarac User Groups – Registered investment advisors (RIAs) using the Tamarac platform are invited to join pre-conference user group sessions being held the afternoon of
May 15to share best-practices, learn new workflows and network.
- Entertainment – Attendees are invited to a southern-inspired evening on
Thursday, May 17, at the House of Blues New Orleansfeaturing esteemed songwriter and musician Emmylou Harris. Harris has won 14 Grammys throughout her career including the Grammy Lifetime Achievement Award in 2018 and was inducted into the Country Music Hall of Famein 2008.
Advisors can stay up to speed on summit events by following the Envestnet Advisor Summit on Twitter and using the #ENVSummit hashtag. The Advisor Summit mobile app will also be available for download, which will give attendees access to an activity feed, a curated agenda and documents shared during the sessions, as well as a city guide to orient visitors as they arrive in
This year marks the Tricentennial of
We're also giving back to the local community through our partnership with
More than 59,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
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