Creating a Better Client Experience in a Post-DOL Rule World

“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.

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Easy Onboarding Coming Soon to eMoney

How much time do you, your clients, and your staff spend pouring over extensive fact-finding documents in order to complete your client’s profile? We bet the answer is too much. That’s why, on November 10th, a new digital Onboarding experience is coming to eMoney’s enhanced client portal. Automated Onboarding will help your clients populate their personal financial management website their way, on their time.

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