Enhanced Connections Status Report for Admin Users: Top 40 Connections and Client Drill Down

In December 2018, we released the Connections Status Report (CSR), giving Admins the ability to view top used connections and the health status for most used connections across their book of business. Since the release, Admin users had very positive reviews and have requested the ability to drill down to the office level to see…

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Q1 2020 Market Index Update – COVID19 Impact

eMoney uses a rolling 25-year historical period to calculate the rate-of-return for equity indices.  Occasionally, if the new quarter and the dropped quarter have unusual opposing returns, this can result in larger than typical changes.  For example, a quarter with poor returns is added to our historical data, while the quarter dropped from the historical…

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So You’re a Young Professional…Now What?

When your younger clients—those just out of college—enter the workforce, they often become fully responsible for their finances for the first time. But, because so many have no substantial personal finance knowledge, they rarely know how to start. Episode 2 of eMoney Advisor’s “That Makes Cents” podcast focuses on exactly this dilemma. Celeste Revelli, CFP®,…

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Why Is Talking About Money So Difficult?

Why is talking about money so difficult podcast

Americans famously brag about how they hate to discuss money. In fact, they’d rather talk about anything other than money, including politics and marriage problems. Surveys show conversations about money are widely considered taboo in America. A 2018 Fidelity survey found among 34 percent of cohabitating parents, one or both couldn’t accurately state the salary of the…

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Coronavirus Aid, Relief and Economic Security Act: How eMoney Is Responding

The Coronavirus Aid, Relief and Economic Security (CARES) Act is intended to keep businesses and individuals afloat during this unprecedented time. While this legislation addresses many problems arising from the pandemic, there are several ways that the new bill could impact the way advisors interact with both their financial planning software and their current clients,…

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Financial Planning Through Disruption with eMoney

Financial Planning Through Disruption with eMoney blog

As medical and market turmoil disrupts your business, eMoney is here to support you in any way possible. While nobody could have predicted the COVID-19 pandemic, we’ve put in place a robust continuity plan and are well-equipped to carry on normal operations, helping people talk about money at an unprecedented time. Several of our platform’s…

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Coronavirus Aid, Relief and Economic Security Act: What You Need to Know

The Senate and House of Representatives have passed the Coronavirus Aid, Relief and Economic Security (CARES) Act. The roughly $2 trillion coronavirus response bill is intended to keep businesses and individuals afloat during this unprecedented time. While this legislation addresses many problems arising from the pandemic, we wanted to point out a few aspects that could directly affect the…

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