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2016 ADVISOR SUMMIT CONFERENCE

May 26, 2016
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2016 Advisor Summit Conference

At Russell Capital we strive to always be at the forefront of technological development, for both us the advisor and for you the client.  I spent the past week at the 2016 Envestnet Advisor Summit in Chicago, learning about our portfolio management technology, short and long-term improvements coming to the platform, and exploring additional technology platforms we may choose to pursue.

The Advisor Summit, offered annually by Envestnet and their technology affiliate, Tamarac Inc, helps advisors gain insight into new technology innovations and the outlook of the market. I spent a great week learning about updates to our portfolio reporting system, complemented by market outlook sessions and general interest sessions. The topics of these sessions ranged from Walter Isaacson discussing Steve Jobs and other tech innovators, to Ohio State football coach Urban Meyer. I look forward to being able to implement much of what I learned for our firm and to rolling out new features for our clients this summer. 

More information will be provided about these updates as they become available. 

Posted by Keith Day

Keith Day is a Wealth Advisor and Financial Analyst for Russell Capital Management. He also serves as the firm's Chief Technology Officer, overseeing the firm’s portfolio performance reporting systems. Read more ›