Americans are facing retirement in ever-increasing numbers and looking for sources of guaranteed income post-retirement. As they realize the increased demand for annuities, many advisors discover their technology and tools don’t support these important retirement products.
Reg BI expands upon the suitability rule currently in place, giving investors broader protection from biased financial recommendations. Going into effect in June 2020, broker-dealers must quickly determine how they’ll comply with Reg BI.
Read how intellicents improved the foundation for its financial wellness program with eMoney.
At our Summit, you can mingle with 1,300 other financial professionals and engage with 70-plus speakers and experts. Discover ways to grow your business by offering clients a comprehensive and holistic approach to planning.
The decision to transition to a new technology platform isn’t one you make lightly. If you’re considering a free trial of eMoney Advisor, it’s important to understand how to get the most out of this experience so you can properly assess the platform and how it can support business growth.
Just-added keynote session will focus on “Mapping the Future of the Advice Industry” with insights from Johnson and Mike Durbin, Head of Fidelity Institutional
Join us at the 2019 eMoney Summit where Angela will present her influential work on grit—the tendency to pursue long-term goals with perseverance and passion.
One of the most important conversations a consumer can have about money is with their financial professional. Whether it’s an advisor, a planner, or a CPA, there are thousands of experts to help the average person with their finances.