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Why Attend

Event Overview:

About the Advisor Summit

The Envestnet Advisor Summit has become a “must attend” event within the wealth management industry with over 2,000 investment professionals from around the country expected to participate in 2019.


This event will host RIAs, independent broker-dealer firms, and Bank and Trust Companies for a two-day meeting that will feature key industry leaders speaking about today’s investment climate as well as strategies to help advisors grow their businesses.

Discover the concepts that are becoming a reality in reshaping the financial services industry. Hear from thought leaders on how strategy and innovation can help move you to that next level. Learn how to adapt and leverage the tools that can elevate your value and success as your business grows and evolves. This two-day event will not only help you keep pace with a changing world, but also help you show leadership to your clients.

Why attend the Advisor Summit

At this two-day event, you'll discover the latest investment trends, market intelligence, and technology innovations that are redefining financial services as well as learn more about how your firm can leverage data to drive growth. Understand what your advisor advantage is and how to adapt and employ tools to continue to enhance your business.

Source: Event Website

Source : Event Website

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Venue Website

Future and Past Event Dates
Date Location Atten Exhib
Apr 26, 2023 Denver, Colorado - -
May 11, 2022 Charlotte, North Carolina - verified
Apr 28, 2021 , - -
Apr 29, 2020 Austin, Texas Estimated
May 01, 2019 Austin, Texas verified
May 16, 2018 New Orleans, Louisiana - -