The third and final day of #eMoneySummit16 got off to a quick start as summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers, chat with our developers and project managers, or get plenty of tips from other eMoney users.
After an enjoyable first day, advisors woke bright and early, ready to take on all the training, insights, and speakers day two had to offer.
The booths were built, the t-shirts tossed around, and the registrations run through, as attendees, sponsors, and employees alike streamed in, eager to spend the next three days together for what promised to be the best Summit – and not to mention location – to date.
The new Department of Labor fiduciary ruling is one of the most transformative pieces of legislation to affect financial advisors in recent memory. And while the exact nature of the consequences are yet to be determined, that doesn’t mean you can’t be proactive and prepare your business for the new challenges ahead.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.
Although the underlying math is complex, the theory behind Monte Carlo is simple. And thanks to the wonders of modern technology, these projections can now be run in seconds and applied to almost any plan or portfolio.
Using eMoney’s Distribution Center allows you to work with both basic and advanced estate planning tools to collaborate with clients when building a plan that displays their transfer of assets. And it helps you make the recommendations needed to execute the best approach for all your clients’ individual estate needs.
As of April 30th, 2016 there was a bipartisan budget deal passed that eliminates two common social security strategies: file and suspend and the restricted spousal benefit. In reaction to this bill, compliance with the new Social Security Administration’s rules and regulations has been built into eMoney’s Fact Finder.