Webinar Replay: The Investor of the Future

Learn how forward-thinking firms are winning by taking a digital-led, client-first approach and how—by rethinking their service models and their tech stacks—they are successfully scaling their firms for future growth. Watch the webinar below to hear from Jess Liberi, eMoney’s Head of Product, as she discusses the trends facing our industry and the opportunity at hand…

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Adviser Investments Drives 1,000% Planning Growth Among Clients with eMoney

Advisor Investments | Financial Planning | eMoney

Based in Newton, Mass., Adviser Investments helps clients achieve their unique goals and aspirations by combining investment management with financial planning. To build out their planning offering, in 2017, Adviser Investments acquired Braver Wealth Management, a firm with $1 billion in AUM and a focus on comprehensive financial planning. With Braver, the firm could offer…

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