If I were to sum up my keynote presentation at Envestnet Elevate in one sentence, it would be something along the lines of, "Your clients really need you right now."
Key takeaways from the Battle of the Ages
This year at Envestnet Elevate, State Street's Chief Investment Strategist, Michael Arone, and I had the opportunity to present a powerful keynote session, "The Battle of the Ages: The Generational Divide and its Implications for Investors."
Third Choir Certification Shows Our Dedication to Diversity
In 2021, Envestnet Elevate was one of the first conferences to receive a Choir Certification™, a diversity certification for financial conferences – the first of its kind.