The Power of Planning: Financial Literacy for the Next Gen

April has been declared Financial Literacy Month across the nation, so we thought it was a great time to share some educational content created by our Financial Planning team. Led by a group of Certified Financial Planners, eMoney’s Financial Planning team helps our clients understand, and effectively use, our planning technology to meet their diverse needs.

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The Triple Threat Of Tax Returns, Tech And Financial Planning

For most of us, tax time means one thing – filing our returns accurately by that dreaded April deadline. However, tax season should also be viewed as an opportunity to review and update your financial plan. In fact, if we pay attention to our taxes year-round, perhaps we’ll find ourselves actually looking forward to tax season and the returns it may bring.

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eMoney Launches Advisor Assurance, an Integrated Compliance Solution for the Entire Office

Although implementation of the Department of Labor’s (DOL) Fiduciary Rule was recently pushed back to June 9, eMoney Advisor’s launch of Advisor Assurance, a new compliance solution that provides streamlined documentation and archival of key advisor-client interactions throughout the financial planning process, remained unaffected by the delay.

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eMoney’s Advisor Assurance is Now Available

Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more or sign up for our live webinar on Thursday, May 11 at 12:00…

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