As robo-advisors continue to take up a larger space in the financial services marketplace, advisors are looking for ways to combat their new digital competition. We all know that human advisors provide services that robo-advisors simply cannot. But there’s a reason that these tech-based “advisors” are catching on: People are drawn to them due to […]
We know eMoney helps financial professionals grow their business by giving them the tools needed to better serve their clients, but we want you to hear it straight from those who we’ve helped the most–real eMoney users. Check back here regularly for new advisor Case Studies* that answer your critical questions, and give you a […]
This data was compiled from a recent survey of more than 5,400 eMoney users, conducted and verified by an independent, third-party research organization, TechValidate. To view the complete survey findings, visit this website.
What makes a big team move? What could be the catalyst powerful enough to make advisors managing more than $1B in assets leave the comfort of a familiar nest to undertake the herculean effort of changing firms? Could the money alone be a powerful enough motivator? Except for rare instances, the answer is “no.” When […]
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. October 25, 2014 Quote of the Week: “The more stocks go down, the more I like to buy.” – Warren […]
By streamlining work, increasing capacity and expanding their target market, technology can increase both revenue and exposure. More importantly though, advisors who use technology are meeting their clients’ expectations. According to the 2014 World Wealth Report, released by Capgemeni Financial Services and RBC Wealth Management, almost two-thirds (65%) of high net worth investors expect to […]
In this final installment of the three-part series on The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, I’ll conclude with a very practical application of enhanced college planning (beyond just savings strategies) that may help to solve a significant long-term challenge for many advisors. Let me start by posing a few questions […]
To enable the “New Client Website” features and functionality, please follow these few simple steps: Select a client from your “Client List” or “Recently Viewed Clients”. Choose the “Manage Client Website” option on the left side of the Client Dashboard. Select the “Client Website” option from the menu on the left side of the page. […]