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Envestnet’s 2015 Advisor Summit Makes Clients the Focus

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“Engage” is the catchword for next month’s upcoming 2015 Envestnet Advisor Summit to be held in Chicago May 6-9. “We want to help advisors engage in a fundamental way with their end clients and we want to engage with our clients,” says Ron Fiske, Envestnet’s managing director of events and education.

To that end, the summit will for the first time include a technology pavilion in addition to the usual investment pavilion to highlight how the company integrates the technology of its partners. “Part of engaging with your audience is showing how you can create larger, more comprehensive relations,” says Fiske. “There’s more to us than meets the eye and the pavilion lets our technology providers tell their story as well.”

Also new this year is a practice management track for the breakout sessions, including how advisors can use social media to help them market for growth and plan for succession. Other sessions will focus on investing in stocks and bonds and for retirement; technology and innovation; and regulations and compliance.

More than 1,500 advisors are expected to attend the company’s fourth annual summit this year — about 11% more than last year.

One of the summit’s featured speakers is Brian Greene, a leading theoretical physicist and proponent of superstring theory. He will discuss stories from the frontiers of science that can apply to financial advisors as well: How staying the course and shedding expectations, combined with maintaining individuality while working collaboratively and accepting failure while pushing for success can yield breathtaking results.

A market outlook panel will include Ron Insana, CNBC senior analyst; Zachary Karabell, Envestnet’s head of global strategy; and Larry Adam and Heidi Richardson, investment strategiests from Deutsche Asset Management and BlackRock, respectively.

Keynote speakers include Stuart DePina, group president of Envestnet Tamarac, the company’s Web-based rebalancing platform for financial advisors; William H. Miller, chief investment officer at Brinker Capital; and, for all those NCAA basketball fans, Mike Krzyzewski, the head coach of Duke University’s men’s basketball team. Coach K just won his fifth NCAA championship for Duke.

On Thursday morning the winners of the 11th annual SMA Managers of the Year awards in four categories — U. S. large cap; small, mid- or SMID (small and mid) cap; international or global equity; and fixed income — will be announced along with the SMA Manager of the Year, the best of the top four. (Disclosure: Investment Advisor partners with Envestnet/PMC to choose the winners.

And on Thursday night, attendees can hear legendary rhythm and blues and gospel singer Mavis Staples perform at Buddy Guy’s Legends blues club.

— Check out last year’s winners in All Americans: The 2014 SMA Managers of the Year on ThinkAdvisor.