Helping Financial Advisors Understand Student Loan Repayment Options

Understanding Student Loan Repayment

Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial industry is currently offering. I’ve also seen how impactful sound financial advice can be at this point of a young adult’s life. Financial advisors who…

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Securing Client Confidence with Monte Carlo Simulation in Financial Planning

Monte Carlo Simulations in Financial Planning

Monte Carlo simulations have applications in a wide range of industries, but they are particularly useful in financial planning. Clients need to know how long their money will last and the impact that market conditions will have on their savings and distribution. Advisors most often use geometric means and straight-line analysis, which are both important…

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Upcoming CE Webinar: The Essential Eight

At eMoney, we’re dedicated to helping Certified Financial Planner™ professionals increase their financial planning proficiency. That’s why we’re offering online opportunities for CFP® practitioners to earn continuing education credits from programs that have been accepted by the CFP Board. Join Daniel Fan, Senior Managing Director, Head of Wealth Planning at First Foundation Advisors, and Allan…

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Upcoming Webinar: Activating the Advice Value Stack Using Growth Engines

As certain financial planning capabilities become increasingly commoditized, firms are looking to add value to their service models to help clients achieve fulfillment. Delivering multiple elements of value to investors requires focus, strategies, and the deliberate commitment of resources and energy. Join Steve Levis, SVP of Financial Planning at eMoney, and Anand Sekhar, VP of Practice Management and Consulting…

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The Key to Deeper Relationships: Ask the Right Questions to Best Leverage Financial Planning Technology

Deeper Financial Advisor-Client Relationships with Technology

Getting to know clients on both a financial and individual level is essential for advisors who want to provide comprehensive, personalized planning services. Asking clients the right questions is an important first step in establishing a productive relationship, especially for getting to the core of the practical and personal details that may impact a financial…

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Financial Planning Trends to Keep an Eye on in 2020

2020 Financial Planning Industry Trends

We’ve been reflecting on the most prominent issues that have reshaped how advisors approach their craft in recent years. Yes, we’re thinking about robo-advisors, but beyond that, we’re also interested in the implications of a decade-long bull market, demographic changes, and the persistent stream of advisors summoning the courage to strike their own path. How…

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