Envestnet has been conducting an advisor summit for over a decade but this year Envestnet Retirement Solutions (ERS) in collaboration with TRAU will be holding a dedicated Retirement Track on May 4th to help advisors focused on retirement to elevate their practice through technology and industry best practices.
Envestnet is the leading turnkey asset management platform (TAMP) leveraging technology to help over 50,000 advisors build their wealth management business. ERS, majority owned by Envestnet, has developed programs and technology to help retirement advisors and distributors to manage data, reporting and fiduciary responsibility creating the industry’s leading integrated practice management platform.
The May 4th Retirement Track at the Envestnet Summit was developed by TRAU in collaboration with ERS. The Track, part of ERS’ new Essential Retirement Advisor program, is designed to help both specialists and emerging advisors to leverage technology to grow and manage a retirement practice as, learn about how the DOL rule will change how they will have to conduct business and best practices from top retirement advisors.
Led by leading practitioners at Bukaty and Sheridan Road as well as David Levine from the Groom Law Group, the agenda includes:
- “Discovering Alpha in the Defined Contribution Market” – Fred Barstein, CEO, TRAU
- “Practice Management Technology Solutions” – Babu Sivadasan, Group President, ERS
- “Challenges of Running a Fee Based Retirement Practice” – Vince Morris, President of Financial Services at Bukaty Companies
- “Legal Perspective and Overview – Requirements and Changes” – David Levine, Groom Law Group
- “Retirement Plan Investments – Next Generation Products” – Ryan Clark, SVP, ERS
- “Thriving in a Fee Based Fiduciary World” – Jim O’Shaunessy, Managing Partner, Sheridan Road
The retirement world is changing for advisors driven by market demands, new laws and technology providing major challenges and opportunities. Learn how to leverage these dramatic changes to grow a retirement practice at the Retirement Track within the Envestnet Advisor Summit in Dallas on May 4th. Register for the May 3-5 Summit in Dallas at www.Envestnet.com/advisorsummit.
