As we head into the summer months and clients begin taking vacations or are busy spending time with their kids, who are home from school, it’s a great time to take advantage of all the world-class conferences the financial industry has to offer.
We’ve recently joined forces with Advent’s Black Diamond to provide a seamless integration between both platforms. Check out the replay of the live demonstration, which includes discussion from experts from both companies.
In this live webinar, we discuss how our newest compliance solutions, Advisor Assurance and Advanced Analytics, help you bridge the gap between your firm’s financial planning and compliance efforts.
Ever wanted to bring your product idea to life in the eMoney app? Pairing teams of advisors with our developers, the eMoney Hackathon is your chance to brainstorm new product ideas and code a working piece of tech that could become a new eMoney feature.
The snow’s melting, the temperature is beginning to rise, and the eMoney team is ready to hit the open road as conference season swings into full gear!
Leading up to eMoney’s Annual Holiday Party on Saturday, January 27, employees participated in a food drive benefitting Philabundance, a non-profit food bank, which serves families suffering from hunger.
“This is one of the most monumental pieces of legislation in our lifetime…bigger than the healthcare reform act,” says Henry Smith, Partner of Smith & Downey about the Department of Labor’s (DOL) new fiduciary rule. And regardless of the fate of the DOL Rule, the industry has initiated a massive shift to a planning-led, fiduciary model that’s sure to affect the way you conduct your business.
As we head further into the winter months and the temperature continues to drop, conference season is just beginning to heat up!