Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.

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The Envestnet Advisor Summit On-Demand site, which will continue to grow throughout the year, features discussions with industry leaders and subject matter experts about the ongoing digital transformation of advice, and how data and technology solutions can enable advisors to add value and meet client expectations in an uncertain and volatile market. Financial professionals who view and complete select Summit On-Demand content may receive Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP) Continuing Education credits.

“Our thought leadership and industry insights on the role of advice are presented this year in an engaging virtual format,” said Bill Crager, CEO of Envestnet. “Financial advice, and the value advisors can offer clients has become even more essential as the world navigates the COVID-19 crisis. The Envestnet Advisor Summit On-Demand content has been crafted to help advisors understand how they can lead their clients and businesses forward in the post-pandemic world. We are also proud to introduce exciting new capabilities and services to the industry as part of our virtual showcase.”

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