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Advisor Summit Videos

Sivadasan: What’s next for retirement plan investing

Retirement plan participants want cost-effective, customized professional investment management. But how can they accomplish that (and can managed account help)? Babu Sivadasan of Envestnet Retirement Solutions offers some insights.
Advisor Summit Videos

What does it take to be an essential advisor?

To be relevant beyond portfolio management, advisers need to do more for their clients. Check out some tips and strategies from Envestnet's top essential advisors.
Advisor Summit Videos

Chess with Garry Kasparov

The greatest chess player of all time sits down with Matt Ackermann to play chess and discuss how to stay one step ahead of the competition. Watch him defeat our host in less than 15 moves.
Advisor Summit Videos
Are You Essential to Your Clients?

Are You Essential to Your Clients?

What is an essential adviser? Shannon Rosic took to the convention floor at Envestnet’s Advisor Summit to find out.

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