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. […]
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.
With the San Francisco Giants and Kansas City Royals set to face off in this year’s World Series starting tonight, we thought it would be a good time to tie baseball together with the financial services industry. The connection between these two topics might not be immediately apparent but after reading this list we think […]
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 18, 2014 Quote of the Week: “I think what we are dealing with is a disease that’s unfamiliar in […]
There was a time when you could provide clients with a prospectus along with your recommendation, and that would be enough. Your clients would go home, read it, and get back to you with a “yay” or “nay.” Just as your recommendation is one slice of data the client considers when making an investment decision, […]
Using Presentation Templates is a great way to save time when you’re preparing plans for your clients. Why reinvent the wheel every time you need to deliver a plan? The Advanced set of planning tools give you the ability to create custom templates that you can re-use for every client. Imagine having all your go-to […]