Financial adviser technology giant and turnkey asset management platform Envestnet Inc. is cancelling its annual Advisor Summit conference due to concerns about the spreading COVID-19 virus.
The Envestnet conference was scheduled to be held April 29 and 30 in Austin, Texas.
The city of Austin has already cancelled the massive South by Southwest music event, which was originally scheduled to begin March 13. Envestnet was hoping the situation would improve by the time of its conference in late April, according to a statement published on the Advisor Summit conference website.
Envestnet is refunding registration fees for all attendees.
“Our Advisor Summit is something we look forward to each year, and we know that this decision may disappoint you. We certainly are disappointed,” representatives of Envestnet said in the statement. “While everyone at Envestnet would like to hold the annual Advisor Summit as planned, we know that this is the right decision. The health and safety of our employees, clients, sponsors, partners, and all involved with the Advisor Summit remains our top priority.”
Envestnet is considering alternative options for attendees to access some of the conference content digitally, but no specific plans have been announced.
The next Advisor Summit will be held in April 2021 in Nashville, Tenn.
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
The best tax plan asks not only how much a client could save, but what they would have to give up to save it.
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
An Ohio-based advisor departs Edward Jones to build an independent firm focused on retirees and business owners.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.