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

Feb 26, 2013, 08:30 ET from Envestnet, Inc.

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.

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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.


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 environment.

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 strategy.

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 Envestnet|Tamarac.

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.

Media Jami Schlicher, JCPR (973) 850-7309 jschlicher@jcprinc.com

SOURCE Envestnet, Inc.