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Envestnet Announces "2014 Advisor Summit: The Next Big Idea"

Company's Annual Conference Rapidly Becoming One of the Industry's Most Anticipated Events, With Over 1,200 Attendees Expected This Year

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.

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...

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 StyleThe 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

For more information on Envestnet, please visit


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

Laura Simpson, JCPR
(973) 850-7319
[email protected]               

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SOURCE Envestnet, Inc.

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