Curious about exactly what you’ll learn at the 2022 Envestnet Advisor Summit next month? Here is a snapshot of some top sessions on the agenda:
Sessions that: Transform the way you do business
Untapped Potential: Alternatives & High-Net-Worth Investors
You may be missing out on the opportunity to provide your high-net worth clients with diversification and growth opportunities. Join Envestnet Co-CIO Dana D’Auria along with Lawrence Calcano, Chairman and CEO of iCapital, and Jerry Pascucci, Head of Global Alternative Investment Solutions, Global Wealth Management – UBS, as they examine the market changes creating opportunities for advisors in the Alternative Investment Marketplace.
Making it Easier to Provide Protection & Income
Clients today are looking for more than just investing advice. They are deeply concerned with how to protect what they’ve grown over the years, and how to turn those assets into a stream of income to support their lifestyle. In this panel discussion, moderated by Tom Sipp, Group Head of Solutions at Envestnet, you’ll hear from industry leaders on how you can help address these needs.
Sessions that: Expand your knowledge base
Cash-Flow vs. Goals-Based Planning: The Great Debate
During this 60-minute session we will discuss how two different planning philosophies, cash-flow and goal-based, can be used in the financial planning process. The presenters, including Jerry Varela of Envestnet | MoneyGuide, will review the benefits and considerations of each approach to ultimately determine which will be most beneficial to individual clients.
Cash-Flow vs. Goals-Based Planning: The Great Debate
During this 60-minute session we will discuss how two different planning philosophies, cash-flow and goal-based, can be used in the financial planning process. The presenters, including Jerry Varela of Envestnet | MoneyGuide, will review the benefits and considerations of each approach to ultimately determine which will be most beneficial to individual clients.
Leverage Data and Intelligence to Grow Your Value
Join Farouk Ferchichi as he shares insights on the macro-level trends shaping the wealth industry. In this session he will also unveil the strategic developments ahead for Envestnet’s Data & Analytics business, including a spotlight on the new Wealth Data Platform.
Sessions that: Enhance the experience and services you provide
Connected: The Future of Personal Finance
Join Dani Fava, Head of Strategic Development for Envestnet, to explore the potential impacts that embedded finance and other disruptive tech may have on the future of wealth management.
Transforming the Envestnet Tech Stack
Join Brandon Rembe, Chief Product Officer at Envestnet, to learn how Envestnet’s platform is transforming to help you meet the challenges wealth managers are facing today.
Tamarac Roadmap: Broadening the Ecosystem
Molly Weiss, Head of Product at Envestnet, will walk you through key themes and strategies driving Tamarac’s technology roadmap and share how we will continue providing the most comprehensive technology solution for RIAs today and in the future.
The 2022 Envestnet Advisor Summit is your opportunity to learn from colleagues, partners, and thought leaders – some of the top minds in the industry and beyond.
Envestnet Advisor Summit 2022
May 11-12
Charlotte, NC
Don’t miss out! Learn how to be a hero to your clients. Visit https://www.envestnet.com/advisorsummit to register and learn more.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.
Neither Envestnet, Envestnet | PMC™ nor its representatives render tax, accounting or legal advice. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor.
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In providing tax overlay services, Envestnet will allow Client’s account to deviate from Client’s selected investment strategy. Client’s account may experience significant performance differences from the selected investment strategy due to Client’s selection of tax overlay services. Envestnet makes no guarantee that the account’s performance will be within any range of the selected investment strategy or the strategy’s benchmark. If Client subsequently disables tax overlay services, this may result in the recognition of significant capital gains.