More and more, people are bypassing any sort of relationship with a financial advisor and doing their financial planning themselves. To me, this is a lot like heading into the Amazon rainforest alone after watching a few episodes of Survivorman. But let’s take a look at why people are adopting the “do-it-yourself” approach to wealth management.
Last year I assembled a list of ten books every advisor should read over the summer for the eMoney blog. This year, I’ve put together a new list comprised of highly rated books pulled from multiple sources: Advisor recommendations, industry publications, and even our CEO Edmond Walters’ personal bookshelf here at eMoney HQ!
We recently announced this fall’s eMoney Advisor Summit in beautiful Orlando, FL. I could, of course, run down another list of ten reasons that you should attend, but then I’d be plagiarizing myself. So let’s take a different approach. Here are five things you WON’T find at the eMoney Advisor Summit.
Recently, eMoney’s San Diego office participated in the 2015 EOD Warrior 5k Run/Walk. Not only did fifteen eMoney team members participate in the race, but over $16,000 was raised to benefit the EOD Warrior Foundation, making this year’s event a great way to spend a beautiful Memorial Day in San Diego. Here are some our best pictures from the day.
Here on the eMoney blog, we like to keep you updated on the latest and greatest in industry trends, tech, and events. Recently we told you about the Peak Excell conference and how attendees would be in line for some great benefits. Well, I’m here to clue you in on another worthwhile event that advisors should put on their radars: Bill Bachrach’s Elevate Webinar Series.
The 2015 eMoney Advisor Summit has officially come and gone and the results are in: it was a huge hit! Here you’ll find links to all the different PowerPoint presentations and videos from the conference we have. Be sure to come back often—we’ll be updating the list as more presentations and videos roll in!
They’re calling it “Mobilegeddon.” Google’s recently-introduced changes to their mobile search algorithms have caused some waves in the web development sphere. According to Google, their changes have made it easier for mobile users to find websites that are optimized for their devices. Here’s what you should do to make sure your website gets attention from Google’s new process.
Philadelphia’s tech scene has exploded in recent years and eMoney has been a large part of the technology boom that has swept through the City of Brotherly Love. We want to tap into the growing Philly tech scene to add to our team. It’s with this in mind that eMoney’s Senior Vice President of Development, Josh Daltry, will be speaking at Philly Tech Week’s Dev Day this Friday, April 23rd.