Join Anil Arora, Chief Executive of Envestnet | Yodlee & Vice Chairman of Envestnet Board, for a business update and a look forward.

See the latest technology enhancements and learn about the future plans for the Envestnet Wealth Platform including: Logix, Analytics, Digital Advice, Yodlee, Trading, User Experience and 3^rd party integrations.

Envestnet's Jud Bergman, Chairman and CEO, and Bill Crager, President, deliver their keynote session to kick off the Advisor Summit.

Impact investing is among the fastest growing investment segments and offers an important opportunity to create sustained value, deeper and more meaningful client relationships, and is a powerful way to differentiate your practice in a highly competitive market.

Much has been written in the press about trends impacting financial advisors….but headlines can be deceiving. This session will provide insight and guidance that will challenge conventional wisdom on what the current advisor is challenged with and where the opportunity lies.

Statistics show that women are both underrepresented in our industry and underserved by our industry.  There are many reasons why financial advisory practices should want to address both issues.  In this session, find out how one advisor team partners to meet the specific needs of married couples, female clients and to better serves the needs of all their clients. 

Gain insights from BlackRock on guiding clients through the decumulation phase of retirement.  In this session, you will be able to see new practices to plan for the decumulation stages of retirement using the combination of technology, investments and annuities.

Learn how your business is measured through a buyer’s eyes considering both financial and non-financial attributes.  Hear Gladstone’s perspectives around myths and realities surrounding the independent financial services space, including what affects health, stability and value of practices in today’s market. 

In this replay, Dr. Daniel Crosby draws on examples from history, neuroscience and even the audience to demonstrate that a well-integrated purpose remains the advisor's greatest advantage.

A decade after the Financial Crisis, global central banks are finally shifting from quantitative easing towards less accommodative monetary policy.  Our panelists will discuss the impact of tighter financial conditions on the global economy, bond markets, and risk assets in general. ​

This industry debate is far from finished as investors are now questioning the longevity of the market rally. Learn how some of the industry’s leading strategists view this topic and incorporate these elements into their investment strategies. ​

Given the strengthening economy and upward trajectory of interest rates, liquid alternatives are increasingly gaining favor for their diversification properties and investment versatility, particularly against the backdrop of falling bond prices. Our panelists discuss how an allocation to liquid alternatives can provide a buffer to fixed income and how certain alternative strategies will benefit from higher interest rates.

The strategist industry continues to adapt as advisor and client demands change. Get up-to-date insights on this evolving and growing investment landscape. 

The use of strategist portfolios continues to gain momentum, yet a majority of advisors only use a single strategist solution for their clients. Learn how and when it makes sense to blend multiple strategists together to meet client goals.

The 2017 Tax Reform and Jobs Act will have a major impact on the municipal bond market. Our panelists will discuss the possible changes in: the structuring of new issuance, demand from pension and insurance companies and subsequent valuation implications, demand for single state municipal funds in higher tax states and valuation models between taxable and municipal bonds.

Investors who have grown accustomed to investing in stocks and bonds for pursuing their long-term financial goals may be looking for a smoother ride. In this session we explore various income-focused strategies and their advantages.  Adding these characteristics to a conventional portfolio will ideally help improve returns with less stomach-churning volatility.

Discussion on positive and negative screening, and differences between SRI, ESG and Impact. This discussion will focus on the history and evolution from SRI to ESG and Impact investing and the nuances that separate them into different approaches. Panelists will debate the performance and exposure consequences of each approach and provide insight on evaluating what approach may be most suitable for end-clients.