Our emX Walkthroughs Series, hosted by our Founder and CEO, Edmond Walters, helps you get the most out of your technology by presenting step-by step guides taking you through different sections of emX. In this edition, Edmond goes over the newest video series now available in the Marketing Hub: Youth Fundamentals.
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 this past week’s headlines and events to get you caught up on what’s going on both here and abroad. August 1, 2015 Quote of the Week: “Lean In is shorthand for: ‘you women…
If you ever experience an issue with any of your connections, fixing it is simple and gives you direct access to our Data Service team, whose sole responsibility is establishing, repairing, and maintaining your connections.
Every week, the eMoney Training Team takes you through some of the best features in emX to help you discover even more ways our technology works for you. In this week’s WebEx we walk through areas of the system that pertain to income flows during retirement such as social security and the income summary tool.
Make sure you register for the eMoney Advisor Summit by July 31st to take advantage of our early bird discount. After all, it’s your only chance to take $200 off the price of admission. And there’s a lot you can do with an extra 200 dollars.
Did You Know? is a monthly blog series that highlights some of the best features in emX. This month’s post looks at our powerful analytics and deep-data integrations.
Of utmost interest to all advisors should be the consistent message heralded by the DOL on selection and monitoring of Lifetime Annuities, which applies to almost every investment held by a Defined Contribution plan. While the focus of this article is on Lifetime Annuities, I would again stress the DOL expects that this type of thorough, deliberate process will apply to the selection of all investments.
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. This Case Study shows how aggregation and mobility are a game changer for high net worth clients.