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.