 In the event of a loss of key personnel without directives in place, we are left scrambling. It's a mad dash."
Brian Hamburger, President and CEO, MarketCounsel
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9 Takeaways From the Envestnet Advisor Summit
samantha allen | Financial Planning, May 2014
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Summary: Advisors from all over the country descended on Chicago for the Envestnet Advisor Summit, held May 14 to 16. Sessions ranged from the usefulness of new enhancements to the firm's cloud-based advisor software to discussion panels on investment, planning and practice management topics. The article provides some key takeaways from the conference.
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