2017 Envestnet Advisor Summit

Michigan's Harbaugh: My advice for advisers

May 08, 2017 | Runtime: 1:27

Jim Harbaugh, University of Michigan's head football coach, has four simple pieces of advice for both advisers and college football players: show up, work hard, listen, and do what you say you are going to do.

David Gergen: A historic first 100 days (and what it means for advisers)

May 06, 2017 | Runtime: 6:45

David Gergen, CNN's top political consultant, says Trump's first 100 days can't compare to anything in history, but says "don't bet against America."

How to use big data to your advantage

May 06, 2017 | Runtime: 4:22

Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.

How Envestnet is tackling the lack of diversity in wealth management

May 06, 2017 | Runtime: 2:45

Why is there such of lack of diversity in this industry? Where are the bright spots? Envestnet's Estee Jimerson explains the problems and has some solutions.

3 investing questions every adviser is asking

May 06, 2017 | Runtime: 4:03

When it comes to investing, what's top of mind for advisers right now? Tim Clift of Envestnet Asset Management takes out his crystal ball and offers up some answers.

The state of financial wellness (and why advisors should care)

May 06, 2017 | Runtime: 5:32

What is financial wellness and why is it essential for you and your practice? Katy Gibson of Envestnet Yodlee explains that there is an "80% opportunity" for advisers to leverage with the right technology.

Envestnet's Bergman and Crager: How to grow by being the hub of a client's financial life

May 05, 2017 | Runtime: 5:41

With regulatory and technology changes, advisers need to stay a step ahead. Envestnet's top executives, Jud Bergman and Bill Crager, discuss some of the key drivers advisers should be thinking about right now.

What does it take to be an essential adviser?

May 05, 2017 | Runtime: 1:39

To be relevant beyond portfolio management, advisers need to do more for their clients. Check out some tips and strategies from Envestnet's top essential advisers.

What's next for retirement plan investing

May 05, 2017 | Runtime: 2:39

Retirement plan participants want cost-effective, customized professional investment management. But how can they accomplish that (and can managed account help)? Babu Sivadasan of Envestnet Retirement Solutions offers some insights.

Tech tips to transform your practice

May 05, 2017 | Runtime: 4:43

Advisers are looking for ways to reinvent their practice. Stuart DePina and Andina Anderson of Envestnet Tamarac describe some different tech innovations that advisers need on their desktop right now.

 
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