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About the Advisor Summit

The Envestnet Advisor Summit has become a “must attend” event within the wealth management industry with over 2,000 investment professionals from around the country expected to participate in 2017.

This event will host RIAs, independent broker-dealer firms, and Bank and Trust Companies for a three-day meeting that will feature key industry leaders speaking about today’s investment climate as well as strategies to help advisors grow their businesses.

Discover the concepts that are becoming a reality in reshaping the financial services industry. Hear from thought leaders on how strategy and innovation can help move you to that next level. And, learn how to adapt and leverage the tools that can elevate your value and success as your business grows and evolves. This three-day event will not only help you keep pace with a changing world, but also help you show leadership to your clients.

Advisors are given the opportunity to hear from several members of Envestnet’s management team, gain insight on our latest developments in the Envestnet Pavilion and engage with sponsors in the exhibit hall. Take advantage of the opportunity to network with colleagues, other investment professionals, and Envestnet representatives.
Justify Your Trip
Need some help justifying your trip? We’ve got you covered. Download this handy justify your trip letter to get you started.

Why Should I Attend?

Enhance Your Knowledge
Choose from over 50 educational, advanced training, and breakout sessions targeted to your business needs and professional interests
Connect With Peers
Network with more than 2,000 attendees from over 500 unique firms, across RIAs, independent broker-dealers, and Bank and Trust companies
Hear From Thought Leadership
See where the future of our technology platform is going, and hear from recognized thought leaders and Envestnet executives about the latest trends shaping the wealth management industry
Have Fun
Explore Dallas, enjoy cocktails at our Welcome Reception and dance the night away at our Final Night Party

Essential Retirement Advisor

Join Envestnet | Retirement Solutions and The Retirement Advisor University (TRAU) present the "Essential Retirement Advisor" program - a fully integrated fiduciary training program. This program is designed to help financial advisors obtain access to continuing practice management and fiduciary education in order to meet their obligations and thrive in a fee-based fiduciary world.
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Early bird pricing ends on March 31st.
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