Envestnet Inc. announced it would begin a series of weekly moderated conference calls for advisors with outside experts to discuss recent market trends and investing insights
Called “Market Morning,” the 30-minute calls will be held each Wednesday morning at 9:00 AM Eastern and will be available to all advisors who register for the calls, which are designed to both educate advisors and provide them with informed talking points to use with their clients. While Envestnet, which provides an investment solutions and wealth management platform to both RIAs and broker-dealer reps, has long provided monthly conference calls for advisors who use their platform, the Market Morning calls will be open to all advisors who sign up for the Envestnet mailing list.
During the volatile markets that surrounded the debt ceiling crisis at the end of July and the beginning of August, Envestnet hosted the first of its Market Morning calls. Bill Crager (left), president of Envestnet, said in a release on Monday that “so many advisors dialed in, we realized there was great demand for timely information and analysis that was easily accessible.” He said Envestnet would continue to host the calls “on an ongoing basis.”
In a separate interview in August with AdvisorOne regarding its acquisition of FundQuest, Envestnet Chairman Jud Bergman said that the first of these calls reflected the company’s desire to empower advisors with the information and tools they need to better serve their clients.
“Staying connected to the advisors is essential,” Bergman said in light of the market volatility that prevailed then. “We’ve had communications just yesterday [Aug. 8] with 300 of our top advisors. They’ve got a lot of choices, so how they’re allocating assets and selecting portfolio solutions is something we can help them with.”