CHICAGO, April 8, 2014 /PRNewswire/ -- Envestnet,
Inc. (NYSE: ENV), a leading provider of integrated wealth
management technology and services to investment advisors and
wealth managers, will host the "2014 Envestnet Advisor Summit: The
Next Big Idea" from May 14–16, 2014 at the Hilton Chicago.
With more than 1,200 attendees anticipated this year, the
Advisor Summit is quickly becoming one of the industry's
must-attend annual events for advisors.
The 2014 Envestnet Advisor Summit will engage advisors to think
strategically about how to leverage new investment offerings and
technology innovations to deliver the most customer-centered advice
to each client. Distinguished keynote speakers will open each
day's schedule and the conference's panels, discussions and
break-out sessions will offer analysis and insights into how
advisors can conquer complexity, drive their business growth, and
stay competitive.
"We continue to see compelling evidence of the advisory
profession's far-reaching transformation towards an advice model
better matched to today's investing and market realities. The
Advisor Summit serves as a tremendous opportunity to explore the
latest big ideas in portfolio and practice management that are
accelerating this transformation and empowering advisors to deliver
better client outcomes," said Jud
Bergman, Chairman and Chief Executive Officer,
Envestnet.
The impressive speaker roster features leading professionals
from all business avenues –- Zachary
Karabell, Head of Global Strategy, Envestnet, Inc. will
deliver the opening keynote with a look at the impact and
usefulness of leading indicators. Chris Anderson, former Editor-in-Chief of
Wired, and best-selling author of Makers, Free and
The Long Tail, founder of 3D Robotics, will follow with
"Makers: The New Industrial Revolution, and How 3D Printing and
Open-Source Technologies Will Affect Business Moving Forward."
Robert L. Reynolds, President
and Chief Executive Officer, Putnam
Investments will provide his thoughts on the markets.
Peyton Manning, Super
Bowl-winning quarterback and five-time NFL MVP, will offer the
final keynote and talk about success through leadership.
A special invitation-only gathering of high-achieving women
executives and advisors, called "Women Leaders in
Finance," will meet on Day One of the conference.
Laura E. Glaser, a consultant,
executive coach, and author of six books on business and
leadership, will present on the language of leadership, sharing how
language is a power tool that leaders can use to connect, engage,
motivate, influence, and empower their teams and organizations.
"The feedback we consistently receive from advisors is that they
find exceptional value in the ongoing support and information
provided at the Advisor Summit, as well as the opportunity to
acquire advanced training for our integrated technology platform,"
said Ron Fiske, Managing Director,
Events & Education, Envestnet. "In addition to our featured
speakers, we've lined up several key industry leaders to facilitate
our investment and practice management sessions."
Investment strategy sessions will include "Where Are the Next
International Equity Investing Opportunities," with
three top portfolio managers discussing their views on which styles
and regions seem to hold the most promise for international equity
investors, and "What's Your Style – The Role of
Strategic, Dynamic and Tactical Strategists in Your Practice,"
which will feature speakers from three leading firms
describing their particular investment style and what role it may
play in portfolio construction. Other investment topics
include how fixed income managers innovate in a rising interest
rate environment and how to overcome the challenge of investing for
retirement.
Sessions devoted to practice management include "UMA
Portfolio Management + Household Rebalancing + Building
Composites" exploring the most recent updates to the Envestnet
UMA program, with insights into how Managed Overlays can be used to
manage and update UMA models, including how to build performance
composites for UMA models, and "ENVintel: Better Information,
Better Implementation, Better Understanding," which will
survey Envestnet's intelligent suite of tools and embedded
analytics that allow advisors to make more informed business and
investment decisions in a scalable way across their book of
business. Additional sessions on the practice management track will
cover proposal generation and advanced analytics.
For more information or to register, please visit
www.envestnet.com/advisorsummit.
For more information on Envestnet, please visit
www.envestnet.com
ABOUT ENVESTNET (NYSE: ENV)
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified
wealth management technology and services to investment advisors.
Our open-architecture platforms unify and fortify the wealth
management process, delivering unparalleled flexibility, accuracy,
performance, and value. Envestnet solutions enable the
transformation of wealth management into a transparent,
independent, objective, 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.
Media
Laura Simpson, JCPR
(973) 850-7319
lsimpson@jcprinc.com
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SOURCE Envestnet, Inc.